Filed July 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,301 |
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 | $74,203 | $52,293+41.9% | $178,503-58.4% | $73,412+1.1% |
| Participation rate | 42.1% | 65.3%-23.3pp | 81.9%-39.9pp | 72.2%-30.1pp |
| Annual return | 11.19% | 34.75%-23.6pp | 151.12%-139.9pp | 59.30%-48.1pp |
| Employer contribution / active EE | $528 | $1,736-69.6% | $5,011-89.5% | $2,234-76.4% |
| Participant deferral / active EE | $2,085 | $2,333-10.6% | $5,202-59.9% | $3,806-45.2% |
| Admin fee / account holder | $9 | $127-92.7% | $13,987-99.9% | $158-94.1% |