Filed October 11, 2018
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,528 | $78,275-49.5% | $109,143-63.8% | $86,799-54.5% |
| Participation rate | 97.0% | 73.8%+23.2pp | 75.9%+21.2pp | 72.3%+24.8pp |
| Annual return | 14.83% | 19.14%-4.3pp | 25.75%-10.9pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,441 | $3,105-53.6% | $3,722-61.3% | $2,405-40.1% |
| Participant deferral / active EE | $4,270 | $3,641+17.3% | $4,653-8.2% | $4,131+3.4% |
| Admin fee / account holder | $2 | $198-99.2% | $6,752-100.0% | $170-99.0% |