Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,197 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,856 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,660 | $93,010-72.4% | $96,515-73.4% | $74,460-65.5% |
| Participation rate | 44.3% | 71.6%-27.3pp | 74.3%-30.1pp | 70.7%-26.5pp |
| Annual return | 15.36% | 37.50%-22.1pp | 35.73%-20.4pp | 34.38%-19.0pp |
| Employer contribution / active EE | $337 | $3,427-90.2% | $3,740-91.0% | $2,638-87.2% |
| Participant deferral / active EE | $1,790 | $3,971-54.9% | $4,880-63.3% | $4,530-60.5% |
| Admin fee / account holder | $134 | $633-78.8% | $6,735-98.0% | $348-61.4% |