Filed January 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,655 |
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 | $132,543 | $130,294+1.7% | $170,043-22.1% | $71,511+85.3% |
| Participation rate | 92.3% | 86.2%+6.1pp | 87.0%+5.2pp | 67.9%+24.3pp |
| Annual return | 13.02% | 20.36%-7.3pp | 53.40%-40.4pp | 28.86%-15.8pp |
| Employer contribution / active EE | $13,028 | $4,385+197.1% | $6,790+91.9% | $2,589+403.2% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $146 | $966-84.9% | $12,824-98.9% | $1,588-90.8% |