Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $40,288 |
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 | $61,920 | $48,592+27.4% | $185,823-66.7% | $90,288-31.4% |
| Participation rate | 91.3% | 66.2%+25.1pp | 78.0%+13.3pp | 73.4%+17.9pp |
| Annual return | 14.87% | 68.51%-53.6pp | 35.95%-21.1pp | 53.97%-39.1pp |
| Employer contribution / active EE | $2,426 | $1,389+74.6% | $4,087-40.7% | $2,524-3.9% |
| Participant deferral / active EE | $4,206 | $3,463+21.5% | $5,632-25.3% | $4,232-0.6% |
| Admin fee / account holder | $9 | $77-88.2% | $9,500-99.9% | $114-92.0% |