Filed September 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-4006400 | Recordkeeping | $29,945 |
FUND DIRECT ADVISORS7 years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,379 | $62,164-56.0% | $81,482-66.4% | $74,400-63.2% |
| Participation rate | 48.4% | 64.1%-15.7pp | 69.5%-21.1pp | 67.2%-18.8pp |
| Annual return | 14.03% | 16.50%-2.5pp | 24.79%-10.8pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $332 | $1,884-82.4% | $2,463-86.5% | $2,624-87.4% |
| Participant deferral / active EE | $2,139 | $3,230-33.8% | $3,885-45.0% | $4,348-50.8% |
| Admin fee / account holder | $166 | $1,923-91.3% | $5,761-97.1% | $1,944-91.4% |