Filed March 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $82,591-100.0% | $205,401-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 17.6%-17.6pp | 0.8%-0.8pp |
| Annual return | 0.26% | -0.60%+0.9pp | 0.02%+0.2pp | -0.60%+0.9pp |
| Employer contribution / active EE | $7,021 | $12,272-42.8% | $45,513-84.6% | $12,272-42.8% |
| Participant deferral / active EE | $130 | $416-68.7% | $109+19.1% | $416-68.7% |
| Admin fee / account holder | $0 | $717-100.0% | $4,705-100.0% | $717-100.0% |