Filed August 3, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,870 | $73,102-48.2% | $123,552-69.3% | $56,287-32.7% |
| Participation rate | 68.3% | 74.3%-6.1pp | 82.3%-14.0pp | 69.9%-1.6pp |
| Annual return | -6.14% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $646 | $2,977-78.3% | $4,628-86.0% | $2,111-69.4% |
| Participant deferral / active EE | $1,436 | $5,423-73.5% | $6,426-77.7% | $3,350-57.1% |
| Admin fee / account holder | $32 | $554-94.2% | $9,285-99.7% | $521-93.8% |