Filed November 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $20,934 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,896 | $49,763+462.5% | $70,565+296.6% | $74,473+275.8% |
| Participation rate | 99.7% | 64.6%+35.1pp | 68.4%+31.4pp | 70.7%+29.0pp |
| Annual return | 21.33% | 21.21%+0.1pp | 32.79%-11.5pp | 34.36%-13.0pp |
| Employer contribution / active EE | $13,465 | $1,776+658.4% | $2,976+352.5% | $2,638+410.3% |
| Participant deferral / active EE | $12,371 | $3,379+266.1% | $4,568+170.8% | $4,530+173.1% |
| Admin fee / account holder | $73 | $316-77.0% | $6,430-98.9% | $347-79.1% |