Filed October 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 23-2748550 | Other Fees | $45,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $39,280 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $34,954 |
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 | $62,627 | $50,106+25.0% | $69,779-10.2% | $57,658+8.6% |
| Participation rate | 95.8% | 70.9%+25.0pp | 71.8%+24.0pp | 70.2%+25.6pp |
| Annual return | 10.18% | 14.58%-4.4pp | 12.99%-2.8pp | 5.13%+5.0pp |
| Employer contribution / active EE | $1,456 | $1,739-16.3% | $2,338-37.7% | $1,974-26.2% |
| Participant deferral / active EE | $3,889 | $2,486+56.5% | $2,931+32.7% | $3,061+27.1% |
| Admin fee / account holder | $32 | $89-64.6% | $4,381-99.3% | $95-66.6% |