Filed September 17, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP2 years Service code 10 · EIN 33-4144829 | Accounting | $9,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,596 | $91,621+147.3% | $67,511+235.6% | $77,671+191.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 12.28% | 14.87%-2.6pp | 3517.41%-3505.1pp | 31.21%-18.9pp |
| Employer contribution / active EE | $10,294 | $3,184+223.3% | $2,733+276.7% | $2,726+277.5% |
| Participant deferral / active EE | $3,790 | $3,906-3.0% | $4,000-5.3% | $4,648-18.5% |
| Admin fee / account holder | $14 | $176-91.9% | $3,999-99.6% | $430-96.7% |