Filed January 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,046 |
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 | $119,510 | $121,341-1.5% | $189,520-36.9% | $79,393+50.5% |
| Participation rate | 92.8% | 86.1%+6.7pp | 87.8%+5.0pp | 70.7%+22.1pp |
| Annual return | 10.36% | 21.08%-10.7pp | 555.25%-544.9pp | 116.87%-106.5pp |
| Employer contribution / active EE | $10,015 | $3,915+155.8% | $6,161+62.6% | $2,428+312.5% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $132 | $651-79.7% | $12,046-98.9% | $627-78.9% |