Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $63,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $100,331 | $69,383+44.6% | $101,271-0.9% | $73,493+36.5% |
| Participation rate | 67.0% | 68.4%-1.4pp | 75.8%-8.8pp | 70.7%-3.7pp |
| Annual return | 18.01% | 18.46%-0.5pp | 46.48%-28.5pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,382 | $2,628-47.4% | $3,660-62.2% | $2,270-39.1% |
| Participant deferral / active EE | $2,245 | $3,301-32.0% | $4,371-48.6% | $3,740-40.0% |
| Admin fee / account holder | $9 | $704-98.7% | $5,948-99.8% | $513-98.2% |