Filed January 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,508 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,627 | $122,063+26.7% | $184,256-16.1% | $74,478+107.6% |
| Participation rate | 79.4% | 85.5%-6.1pp | 86.8%-7.5pp | 67.2%+12.2pp |
| Annual return | 11.68% | 19.92%-8.2pp | 28.85%-17.2pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $11,406 | $4,539+151.3% | $6,427+77.5% | $2,626+334.3% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $183 | $1,253-85.4% | $13,899-98.7% | $1,946-90.6% |