Filed June 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,400 |
PRIVATE CLIENT SERVICES LLC6 years Service code 27 · EIN 61-1383537 | Advisory (Plan) | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,181 | $88,479-32.0% | $96,515-37.6% | $80,157-24.9% |
| Participation rate | 83.5% | 79.9%+3.6pp | 74.3%+9.1pp | 72.9%+10.6pp |
| Annual return | 19.91% | 22.53%-2.6pp | 35.73%-15.8pp | 40.39%-20.5pp |
| Employer contribution / active EE | $2,940 | $4,177-29.6% | $3,740-21.4% | $2,977-1.2% |
| Participant deferral / active EE | $5,960 | $3,961+50.5% | $4,880+22.1% | $5,015+18.8% |
| Admin fee / account holder | $84 | $211-60.1% | $6,735-98.7% | $145-41.7% |