Filed January 5, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $160,000 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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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 | $14,096,330-100.0% | $313,292-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -2.95% | 1.67%-4.6pp | -2.79%-0.2pp | 1.67%-4.6pp |
| Employer contribution / active EE | $12,366 | $10,506+17.7% | $39,327-68.6% | $10,506+17.7% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $351-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $15,115-100.0% | $66,276-100.0% |