Filed February 5, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 23-2748550 | Other Fees | $0 |
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 | $60,995 | $43,504+40.2% | $68,612-11.1% | $56,289+8.4% |
| Participation rate | 92.0% | 67.8%+24.2pp | 72.2%+19.8pp | 69.9%+22.2pp |
| Annual return | -6.06% | -3.15%-2.9pp | -4.63%-1.4pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,682 | $1,525+10.2% | $2,625-35.9% | $2,111-20.3% |
| Participant deferral / active EE | $3,367 | $2,509+34.2% | $3,311+1.7% | $3,350+0.5% |
| Admin fee / account holder | $32 | $515-93.8% | $5,131-99.4% | $521-93.9% |