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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,543 | $130,194+1.8% | $169,993-22.0% | $71,457+85.5% |
| Participation rate | 92.3% | 86.1%+6.1pp | 87.0%+5.3pp | 67.9%+24.3pp |
| Annual return | 13.02% | 20.37%-7.3pp | 53.37%-40.4pp | 28.85%-15.8pp |
| Employer contribution / active EE | $13,028 | $4,381+197.4% | $6,785+92.0% | $2,588+403.5% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $146 | $966-84.9% | $12,815-98.9% | $1,587-90.8% |