Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,670 | $66,650-79.5% | $92,915-85.3% | $67,582-79.8% |
| Participation rate | 69.7% | 72.5%-2.8pp | 76.0%-6.3pp | 71.3%-1.6pp |
| Annual return | 20.36% | 92.64%-72.3pp | 109.45%-89.1pp | 378.57%-358.2pp |
| Employer contribution / active EE | $234 | $2,777-91.6% | $3,653-93.6% | $2,148-89.1% |
| Participant deferral / active EE | $1,526 | $3,160-51.7% | $4,238-64.0% | $3,539-56.9% |
| Admin fee / account holder | $67 | $199-66.2% | $5,796-98.8% | $142-52.7% |