Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,406 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,138 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,402 | $78,275-71.4% | $109,143-79.5% | $86,799-74.2% |
| Participation rate | 57.2% | 73.8%-16.6pp | 75.9%-18.6pp | 72.3%-15.0pp |
| Annual return | 12.83% | 19.14%-6.3pp | 25.75%-12.9pp | 97.91%-85.1pp |
| Employer contribution / active EE | $320 | $3,105-89.7% | $3,722-91.4% | $2,405-86.7% |
| Participant deferral / active EE | $1,628 | $3,641-55.3% | $4,653-65.0% | $4,131-60.6% |
| Admin fee / account holder | $102 | $198-48.8% | $6,752-98.5% | $170-40.1% |