Filed January 23, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8648739 | Advisory (Plan) | $21,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,769 |
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 | $58,942 | $64,909-9.2% | $82,312-28.4% | $62,293-5.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.52% | 21.18%-3.7pp | 25.88%-8.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $2,012 | $1,676+20.0% | $2,428-17.2% | $2,042-1.5% |
| Participant deferral / active EE | $3,697 | $3,103+19.1% | $3,706-0.3% | $3,169+16.7% |
| Admin fee / account holder | $182 | $440-58.5% | $5,608-96.8% | $479-62.0% |