Filed November 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $45,927 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,353 | $51,288+325.7% | $81,982+166.3% | $73,412+197.4% |
| Participation rate | 99.7% | 64.0%+35.8pp | 69.3%+30.5pp | 72.2%+27.6pp |
| Annual return | 17.84% | 29.48%-11.6pp | 41.31%-23.5pp | 59.30%-41.5pp |
| Employer contribution / active EE | $12,592 | $1,487+746.9% | $2,498+404.0% | $2,234+463.7% |
| Participant deferral / active EE | $11,330 | $2,715+317.3% | $3,722+204.4% | $3,806+197.7% |
| Admin fee / account holder | $74 | $125-40.8% | $5,665-98.7% | $158-53.0% |