Filed April 13, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,244 |
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 | $57,515 | $48,261+19.2% | $68,612-16.2% | $55,725+3.2% |
| Participation rate | 97.1% | 71.0%+26.0pp | 72.2%+24.8pp | 70.9%+26.2pp |
| Annual return | -3.23% | -2.61%-0.6pp | -4.63%+1.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $2,397 | $1,742+37.6% | $2,625-8.7% | $2,078+15.3% |
| Participant deferral / active EE | $4,336 | $2,712+59.9% | $3,311+31.0% | $3,356+29.2% |
| Admin fee / account holder | $24 | $126-80.9% | $5,131-99.5% | $115-79.1% |