Filed November 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,004 | $107,378-27.4% | $108,582-28.2% | $57,658+35.3% |
| Participation rate | 47.6% | 77.1%-29.5pp | 79.6%-32.0pp | 70.2%-22.7pp |
| Annual return | 4.04% | 12.80%-8.8pp | -51.70%+55.7pp | 5.13%-1.1pp |
| Employer contribution / active EE | $1,472 | $1,782-17.4% | $3,758-60.8% | $1,974-25.4% |
| Participant deferral / active EE | $3,106 | $3,221-3.6% | $4,311-28.0% | $3,061+1.5% |
| Admin fee / account holder | $13 | $108-88.5% | $7,645-99.8% | $95-86.8% |