Filed February 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
EICHEN & DIMEGLIO1 year Filed as: EICHEN & DIMEGLIO P.C. Service code 28 · EIN 11-3320902 | Investment Management | $14,000 |
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 | $138,070 | $84,948+62.5% | $70,462+95.9% | $73,412+88.1% |
| Participation rate | 94.5% | 79.9%+14.5pp | 75.1%+19.4pp | 72.2%+22.3pp |
| Annual return | 12.51% | 13.39%-0.9pp | 109.08%-96.6pp | 59.30%-46.8pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,890 | $3,387+103.4% | $3,710+85.7% | $3,806+81.1% |
| Admin fee / account holder | $25 | $98-74.2% | $3,845-99.3% | $158-84.0% |