Filed October 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,633 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,363 | $63,924-94.7% | $108,582-96.9% | $55,167-93.9% |
| Participation rate | 79.3% | 74.3%+5.0pp | 79.6%-0.2pp | 69.0%+10.4pp |
| Annual return | 29.21% | 15.31%+13.9pp | -51.70%+80.9pp | 169.23%-140.0pp |
| Employer contribution / active EE | $343 | $1,879-81.7% | $3,758-90.9% | $1,963-82.5% |
| Participant deferral / active EE | $1,594 | $3,067-48.0% | $4,311-63.0% | $3,054-47.8% |
| Admin fee / account holder | $43 | $618-93.0% | $7,645-99.4% | $504-91.4% |