Filed January 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,351 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,934 | $91,037+100.9% | $71,671+155.2% | $147,587+24.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 9.23% | 20.48%-11.2pp | 20.65%-11.4pp | 578.60%-569.4pp |
| Employer contribution / active EE | $105,321 | $3,327+3065.3% | $2,460+4181.7% | $4,876+2059.8% |
| Participant deferral / active EE | $965,849 | $4,498+21371.9% | $3,438+27993.6% | $5,439+17658.7% |
| Admin fee / account holder | -$52 | $8,613-100.6% | $5,558-100.9% | $10,886-100.5% |