Filed June 26, 2019 (most recent of 3 filings on file)
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $11,989 |
FARBER HASS HURLEY LLP1 year Filed as: FARBER HASS HURLEY, LLP Service code 10 · EIN 20-4207759 | Accounting | $11,832 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,680 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $100,901-100.0% | $75,501-100.0% | $147,587-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 72.4%-72.4pp | 82.8%-82.8pp |
| Annual return | -103.46% | 35.78%-139.2pp | 27.35%-130.8pp | 578.60%-682.1pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |