Filed February 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $352,812 |
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 | $16,812 | $53,216-68.4% | $155,534-89.2% | $199,960-91.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 21.83% | 41.18%-19.3pp | 64.92%-43.1pp | 34.28%-12.5pp |
| Employer contribution / active EE | $2,815 | $1,848+52.3% | $4,675-39.8% | $3,036-7.3% |
| Participant deferral / active EE | $3,527 | $3,164+11.5% | $5,630-37.4% | $5,087-30.7% |
| Admin fee / account holder | $64 | $186-65.6% | $15,900-99.6% | $269-76.2% |