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 | $2,084 |
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 | $85,124 | $72,027+18.2% | $185,861-54.2% | $79,856+6.6% |
| Participation rate | 94.5% | 65.8%+28.7pp | 78.0%+16.5pp | 69.6%+24.9pp |
| Annual return | 13.57% | 23.13%-9.6pp | 35.96%-22.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,423 | $1,965+23.3% | $4,088-40.7% | $2,471-2.0% |
| Participant deferral / active EE | $4,131 | $3,780+9.3% | $5,634-26.7% | $3,741+10.4% |
| Admin fee / account holder | $293 | $4,513-93.5% | $9,503-96.9% | $5,306-94.5% |