Filed October 29, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FEDERMAN LALLY & REMIS, LLC2 years Service code 10 · EIN 06-1326802 | Accounting | $12,000 |
PASI, LLC2 years Service code 13 · EIN 26-1407929 | Contract Administrator | $6,350 |
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 | $46,789 | $66,319-29.4% | $93,614-50.0% | $65,185-28.2% |
| Participation rate | 92.3% | 74.0%+18.3pp | 75.8%+16.4pp | 70.2%+22.1pp |
| Annual return | 20.33% | 42.59%-22.3pp | 32.76%-12.4pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,787 | $2,013+38.4% | $2,718+2.5% | $2,177+28.0% |
| Participant deferral / active EE | $6,461 | $3,343+93.3% | $4,069+58.8% | $3,514+83.9% |
| Admin fee / account holder | $78 | $6,900-98.9% | $7,889-99.0% | $847-90.8% |