Filed July 11, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,359 |
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 | $56,637 | $52,639+7.6% | $185,117-69.4% | $62,293-9.1% |
| Participation rate | 0.0% | 63.9%-63.9pp | 77.3%-77.3pp | 69.5%-69.5pp |
| Annual return | 17.64% | 19.57%-1.9pp | 40.50%-22.9pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,888 | $1,483+27.3% | $4,182-54.9% | $2,042-7.6% |
| Participant deferral / active EE | $3,775 | $3,097+21.9% | $5,045-25.2% | $3,169+19.1% |
| Admin fee / account holder | $204 | $374-45.5% | $8,159-97.5% | $479-57.5% |