Filed January 21, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,871 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,436 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,262 | $81,474-59.2% | $133,959-75.2% | $73,493-54.7% |
| Participation rate | 84.3% | 76.4%+7.9pp | 79.8%+4.5pp | 70.7%+13.6pp |
| Annual return | 14.24% | 19.40%-5.2pp | 45.09%-30.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $748 | $2,209-66.2% | $3,919-80.9% | $2,270-67.1% |
| Participant deferral / active EE | $2,981 | $3,786-21.3% | $5,047-40.9% | $3,740-20.3% |
| Admin fee / account holder | $192 | $713-73.0% | $8,928-97.8% | $513-62.5% |