Filed April 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,469 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,178 | $84,499-39.4% | $125,391-59.2% | $66,949-23.6% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | -11.39% | -8.49%-2.9pp | 572.41%-583.8pp | 1.57%-13.0pp |
| Employer contribution / active EE | $2,926 | $3,554-17.7% | $4,816-39.3% | $2,545+14.9% |
| Participant deferral / active EE | $8,534 | $6,785+25.8% | $7,448+14.6% | $4,239+101.3% |
| Admin fee / account holder | $102 | $685-85.1% | $10,009-99.0% | $594-82.8% |