Filed September 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $645 |
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 | $49,797 | $62,928-20.9% | $172,753-71.2% | $67,582-26.3% |
| Participation rate | 83.8% | 64.5%+19.3pp | 82.6%+1.2pp | 71.3%+12.5pp |
| Annual return | 21.21% | 30.36%-9.1pp | 803.00%-781.8pp | 378.57%-357.4pp |
| Employer contribution / active EE | $715 | $1,636-56.3% | $5,144-86.1% | $2,148-66.7% |
| Participant deferral / active EE | $988 | $2,145-53.9% | $5,198-81.0% | $3,539-72.1% |
| Admin fee / account holder | $4 | $167-97.7% | $13,956-100.0% | $142-97.3% |