Filed January 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $31,184 |
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 | $47,075 | $46,732+0.7% | $156,551-69.9% | $55,167-14.7% |
| Participation rate | 79.0% | 65.8%+13.3pp | 84.0%-5.0pp | 69.0%+10.1pp |
| Annual return | 72.06% | 17.72%+54.3pp | 32.23%+39.8pp | 169.23%-97.2pp |
| Employer contribution / active EE | $996 | $2,105-52.7% | $5,501-81.9% | $1,963-49.3% |
| Participant deferral / active EE | $1,991 | $2,204-9.7% | $4,871-59.1% | $3,054-34.8% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |