Filed January 23, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8648739 | Advisory (Plan) | $22,009 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,563 |
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 | $89,593 | $73,638+21.7% | $95,964-6.6% | $73,497+21.9% |
| Participation rate | 99.1% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 19.92% | 16.78%+3.1pp | 91.64%-71.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $1,987 | $1,863+6.7% | $2,541-21.8% | $2,270-12.5% |
| Participant deferral / active EE | $3,444 | $3,617-4.8% | $4,167-17.3% | $3,740-7.9% |
| Admin fee / account holder | $186 | $482-61.5% | $6,797-97.3% | $513-63.8% |