Filed February 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $201,998 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,236 | $45,000-83.9% | $143,797-95.0% | $77,906-90.7% |
| Participation rate | 98.5% | 66.8%+31.7pp | 80.3%+18.2pp | 73.7%+24.8pp |
| Annual return | -7.32% | 29.03%-36.4pp | -0.04%-7.3pp | 12.16%-19.5pp |
| Employer contribution / active EE | $2,181 | $1,870+16.7% | $4,952-56.0% | $2,846-23.4% |
| Participant deferral / active EE | $2,618 | $3,157-17.1% | $5,638-53.6% | $4,805-45.5% |
| Admin fee / account holder | $52 | $98-47.0% | $14,679-99.6% | $133-60.7% |