Filed April 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
KAYE CAPITAL MANAGEMENT5 years Service code 27 · EIN 47-0907014 | Advisory (Plan) | $21,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,678 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,359 | $52,406+45.7% | $129,207-40.9% | $74,495+2.5% |
| Participation rate | 93.6% | 53.8%+39.8pp | 69.6%+24.0pp | 67.2%+26.4pp |
| Annual return | 21.43% | 15.66%+5.8pp | 9417.33%-9395.9pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $231 | $1,531-84.9% | $4,153-94.4% | $2,623-91.2% |
| Participant deferral / active EE | $8,539 | $2,794+205.6% | $4,168+104.9% | $4,346+96.5% |
| Admin fee / account holder | $144 | $2,633-94.5% | $7,715-98.1% | $1,942-92.6% |