Filed July 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,100 |
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 | $15,193 | $78,275-80.6% | $109,191-86.1% | $86,828-82.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 14.99% | 19.14%-4.2pp | 25.76%-10.8pp | 97.95%-83.0pp |
| Employer contribution / active EE | $752 | $3,105-75.8% | $3,723-79.8% | $2,406-68.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $4 | $198-98.2% | $6,756-99.9% | $170-97.9% |