Filed September 27, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,760 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,225 | $69,383+18.5% | $101,275-18.8% | $73,497+11.9% |
| Participation rate | 83.9% | 68.4%+15.5pp | 75.8%+8.1pp | 70.7%+13.2pp |
| Annual return | 11.22% | 18.46%-7.2pp | 46.48%-35.3pp | 28.51%-17.3pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,401 | $3,301+124.2% | $4,371+69.3% | $3,740+97.9% |
| Admin fee / account holder | $31 | $704-95.6% | $5,948-99.5% | $513-93.9% |