Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,158 | $129,227-14.0% | $184,256-39.7% | $77,762+42.9% |
| Participation rate | 90.3% | 87.4%+2.9pp | 86.8%+3.5pp | 70.6%+19.7pp |
| Annual return | 12.30% | 33.24%-20.9pp | 28.85%-16.5pp | 31.27%-19.0pp |
| Employer contribution / active EE | $3,737 | $4,412-15.3% | $6,427-41.9% | $2,728+37.0% |
| Participant deferral / active EE | $3,694 | $7,307-49.5% | $9,133-59.6% | $4,651-20.6% |
| Admin fee / account holder | $64 | $256-75.2% | $13,899-99.5% | $433-85.3% |