Filed July 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,139 |
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 | $12,440 | $106,236-88.3% | $112,270-88.9% | $64,829-80.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -15.40% | -6.02%-9.4pp | 27.49%-42.9pp | 32.85%-48.2pp |
| Employer contribution / active EE | $1,049 | $3,167-66.9% | $3,635-71.1% | $2,507-58.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $6 | $452-98.6% | $6,411-99.9% | $188-96.6% |