Filed February 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $285,784 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,336 | $50,150-75.4% | $149,723-91.8% | $80,169-84.6% |
| Participation rate | 98.3% | 64.3%+34.0pp | 78.8%+19.5pp | 72.9%+25.3pp |
| Annual return | 41.04% | 29.80%+11.2pp | 134.50%-93.5pp | 40.39%+0.6pp |
| Employer contribution / active EE | $2,585 | $1,868+38.3% | $4,821-46.4% | $2,978-13.2% |
| Participant deferral / active EE | $3,247 | $3,195+1.6% | $5,682-42.9% | $5,016-35.3% |
| Admin fee / account holder | $62 | $153-59.4% | $13,215-99.5% | $145-57.2% |