Filed July 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,284 |
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 | $13,508 | $91,517-85.2% | $101,275-86.7% | $73,415-81.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 13.57% | 17.17%-3.6pp | 46.46%-32.9pp | 59.30%-45.7pp |
| Employer contribution / active EE | $290 | $2,877-89.9% | $3,660-92.1% | $2,234-87.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $10 | $216-95.2% | $5,948-99.8% | $158-93.5% |