Filed March 17, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,270 |
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 | $54,861 | $40,275+36.2% | $57,356-4.3% | $59,633-8.0% |
| Participation rate | 89.2% | 69.1%+20.0pp | 75.1%+14.1pp | 68.7%+20.5pp |
| Annual return | 1.92% | 27.52%-25.6pp | 24.41%-22.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $5,571 | $1,921+190.0% | $2,689+107.2% | $2,203+152.9% |
| Participant deferral / active EE | $3,317 | $2,400+38.2% | $3,162+4.9% | $3,192+3.9% |
| Admin fee / account holder | $67 | $2,820-97.6% | $3,357-98.0% | $4,297-98.4% |