Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 81-3666918 | Other Fees | $16,254 |
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 | $25,792 | $58,895-56.2% | $178,503-85.6% | $73,497-64.9% |
| Participation rate | 98.3% | 66.2%+32.0pp | 81.9%+16.3pp | 70.7%+27.6pp |
| Annual return | 21.97% | 24.86%-2.9pp | 151.12%-129.1pp | 28.51%-6.5pp |
| Employer contribution / active EE | $3,073 | $2,236+37.4% | $5,011-38.7% | $2,270+35.4% |
| Participant deferral / active EE | $3,530 | $2,567+37.5% | $5,202-32.1% | $3,740-5.6% |
| Admin fee / account holder | $137 | $400-65.7% | $13,987-99.0% | $513-73.3% |