Filed June 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,350 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,047 | $65,118-66.1% | $76,768-71.3% | $55,725-60.4% |
| Participation rate | 99.4% | 79.6%+19.8pp | 77.0%+22.4pp | 70.9%+28.5pp |
| Annual return | 19.99% | -1.27%+21.3pp | 2.43%+17.6pp | 244.93%-224.9pp |
| Employer contribution / active EE | $2,772 | $1,941+42.8% | $2,485+11.6% | $2,078+33.4% |
| Participant deferral / active EE | $3,236 | $3,688-12.3% | $3,852-16.0% | $3,356-3.6% |
| Admin fee / account holder | $128 | $116+10.1% | $6,675-98.1% | $115+10.8% |