Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 27-6095731 | Other Services | $13,053 |
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 | $55,685 | $95,542-41.7% | $69,464-19.8% | $67,579-17.6% |
| Participation rate | 98.1% | 79.4%+18.8pp | 74.6%+23.5pp | 71.3%+26.8pp |
| Annual return | 16.90% | 17.67%-0.8pp | 28.98%-12.1pp | 378.56%-361.7pp |
| Employer contribution / active EE | $1,810 | $2,989-39.4% | $2,779-34.9% | $2,148-15.7% |
| Participant deferral / active EE | $3,301 | $3,263+1.2% | $3,536-6.6% | $3,539-6.7% |
| Admin fee / account holder | $22 | $90-75.7% | $3,840-99.4% | $142-84.7% |