Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 04-2647786 | Direct Payment | $806 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,075 | $76,000-63.1% | $154,107-81.8% | $64,186-56.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.00% | 30.32%-33.3pp | 735.12%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $6,635 | $3,351+98.0% | $5,298+25.2% | $2,381+178.7% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |