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 | $1,887 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,486 | $79,449+13.9% | $189,597-52.3% | $85,851+5.4% |
| Participation rate | 97.8% | 66.0%+31.9pp | 78.4%+19.4pp | 69.3%+28.5pp |
| Annual return | 13.61% | 18.45%-4.8pp | 64.20%-50.6pp | 318.63%-305.0pp |
| Employer contribution / active EE | $2,469 | $2,081+18.7% | $4,412-44.0% | $2,565-3.8% |
| Participant deferral / active EE | $4,420 | $4,051+9.1% | $6,174-28.4% | $3,952+11.8% |
| Admin fee / account holder | $287 | $5,377-94.7% | $9,807-97.1% | $6,261-95.4% |