Filed January 23, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8648739 | Advisory (Plan) | $28,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,406 |
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 | $78,809 | $72,492+8.7% | $87,104-9.5% | $72,975+8.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.69% | 24.46%-1.8pp | 28.19%-5.5pp | 81.01%-58.3pp |
| Employer contribution / active EE | $2,201 | $1,894+16.2% | $2,521-12.7% | $2,440-9.8% |
| Participant deferral / active EE | $4,355 | $3,270+33.2% | $4,048+7.6% | $3,608+20.7% |
| Admin fee / account holder | $270 | $5,055-94.7% | $7,491-96.4% | $5,124-94.7% |