Filed January 23, 2021
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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $10,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,494 | $50,464-61.4% | $75,784-74.3% | $52,331-62.7% |
| Participation rate | 88.9% | 66.8%+22.1pp | 75.8%+13.1pp | 68.1%+20.8pp |
| Annual return | -30.34% | 1.03%-31.4pp | 9.68%-40.0pp | 4.54%-34.9pp |
| Employer contribution / active EE | $369 | $1,988-81.4% | $3,323-88.9% | $1,882-80.4% |
| Participant deferral / active EE | $1,910 | $2,570-25.7% | $3,652-47.7% | $3,022-36.8% |
| Admin fee / account holder | $45 | $1,103-95.9% | $5,300-99.1% | $592-92.4% |