Filed April 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,937 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,207 | $99,957-43.8% | $149,745-62.5% | $73,497-23.5% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.5%+14.1pp | 70.7%+25.9pp |
| Annual return | 12.93% | 53.87%-40.9pp | 276.72%-263.8pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,845 | $3,191-10.8% | $4,646-38.8% | $2,270+25.3% |
| Participant deferral / active EE | $6,780 | $6,073+11.7% | $6,843-0.9% | $3,740+81.3% |
| Admin fee / account holder | $108 | $551-80.5% | $9,312-98.8% | $513-79.0% |