Filed November 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $47,195 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,839 | $46,423+280.9% | $75,900+133.0% | $67,582+161.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 25.66% | 32.29%-6.6pp | 30.73%-5.1pp | 378.57%-352.9pp |
| Employer contribution / active EE | $9,827 | $1,406+598.8% | $2,501+292.9% | $2,148+357.5% |
| Participant deferral / active EE | $9,818 | $2,564+282.9% | $3,604+172.5% | $3,539+177.4% |
| Admin fee / account holder | $69 | $132-47.3% | $5,421-98.7% | $142-51.2% |