Filed April 13, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP1+ years Service code 70 · EIN 34-6565596 | Consulting Fees | $64,864 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS,LLC Service code 10 · EIN 13-4008324 | Accounting | $44,090 |
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP FINANCIAL PARTNERS,LLC Service code 70 · EIN 26-0058143 | Consulting Fees | $36,942 |
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 | $79,175 | $78,181+1.3% | $57,357+38.0% | $67,505+17.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 71.2%+28.8pp |
| Annual return | 3.21% | 2.76%+0.5pp | 24.41%-21.2pp | 6.52%-3.3pp |
| Employer contribution / active EE | $7,365 | $3,924+87.7% | $2,689+173.9% | $2,173+238.9% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $3,162-100.0% | $3,597-100.0% |
| Admin fee / account holder | $17 | $27-36.9% | $3,357-99.5% | $56-70.2% |