Filed January 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,682 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,899 | $46,360-50.6% | $147,617-84.5% | $52,331-56.2% |
| Participation rate | 97.0% | 64.9%+32.1pp | 84.6%+12.4pp | 68.1%+28.9pp |
| Annual return | 6.80% | 1.62%+5.2pp | 61.98%-55.2pp | 4.54%+2.3pp |
| Employer contribution / active EE | $1,455 | $2,126-31.6% | $5,564-73.9% | $1,882-22.7% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |