Filed January 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,138 |
Service code 27 · EIN 51-6041053 | Advisory (Plan) | $20,916 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,917 | $61,391+5.7% | $149,723-56.6% | $71,529-9.2% |
| Participation rate | 99.0% | 62.5%+36.5pp | 78.8%+20.3pp | 67.9%+31.1pp |
| Annual return | 18.54% | 35.88%-17.3pp | 134.50%-116.0pp | 28.97%-10.4pp |
| Employer contribution / active EE | $1,775 | $2,384-25.5% | $4,821-63.2% | $2,590-31.5% |
| Participant deferral / active EE | $4,101 | $2,921+40.4% | $5,682-27.8% | $4,291-4.4% |
| Admin fee / account holder | $221 | $1,264-82.5% | $13,215-98.3% | $1,588-86.1% |