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 | $82,422 | $54,590+51.0% | $81,726+0.9% | $73,497+12.1% |
| Participation rate | 89.1% | 68.3%+20.8pp | 72.0%+17.1pp | 70.7%+18.4pp |
| Annual return | 14.70% | 17.74%-3.0pp | 29.49%-14.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,783 | $1,636+9.0% | $4,311-58.6% | $2,270-21.5% |
| Participant deferral / active EE | $3,567 | $2,759+29.3% | $7,108-49.8% | $3,740-4.6% |
| Admin fee / account holder | $24 | $592-96.0% | $5,160-99.5% | $513-95.4% |