Filed November 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $31,826 |
Annual investment return 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 | $226,891 | $44,764+406.9% | $68,803+229.8% | $64,824+250.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -18.26% | -10.91%-7.3pp | -6.37%-11.9pp | 32.84%-51.1pp |
| Employer contribution / active EE | $13,296 | $1,775+648.9% | $2,656+400.6% | $2,507+430.3% |
| Participant deferral / active EE | $12,017 | $3,238+271.1% | $3,942+204.9% | $4,311+178.7% |
| Admin fee / account holder | $72 | $151-52.4% | $4,936-98.5% | $188-61.6% |