Filed July 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,244 | $36,916+30.7% | $156,551-69.2% | $57,658-16.3% |
| Participation rate | 47.9% | 63.4%-15.6pp | 84.0%-36.2pp | 70.2%-22.4pp |
| Annual return | 8.69% | 12.38%-3.7pp | 32.23%-23.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $532 | $1,571-66.1% | $5,501-90.3% | $1,974-73.0% |
| Participant deferral / active EE | $2,204 | $1,926+14.5% | $4,871-54.8% | $3,061-28.0% |
| Admin fee / account holder | $8 | $82-90.0% | $13,028-99.9% | $95-91.3% |