Filed April 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,349 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,980 | $104,479-32.1% | $159,474-55.5% | $79,391-10.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 15.99% | 67.98%-52.0pp | 263.68%-247.7pp | 116.88%-100.9pp |
| Employer contribution / active EE | $2,831 | $3,417-17.1% | $4,831-41.4% | $2,428+16.6% |
| Participant deferral / active EE | $8,452 | $6,468+30.7% | $7,353+14.9% | $4,046+108.9% |
| Admin fee / account holder | $136 | $711-80.8% | $10,802-98.7% | $627-78.2% |