Filed May 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $4,191 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,101 | $37,196-67.5% | $154,108-92.1% | $55,725-78.3% |
| Participation rate | 37.3% | 64.1%-26.8pp | 83.0%-45.8pp | 70.9%-33.6pp |
| Annual return | 34.13% | 1319.68%-1285.5pp | 735.21%-701.1pp | 244.93%-210.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,967 | $2,068+43.5% | $5,081-41.6% | $3,356-11.6% |
| Admin fee / account holder | $16 | $102-84.6% | $13,411-99.9% | $115-86.4% |