Filed October 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 23-2748550 | Other Fees | $52,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $32,924 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $26,947 |
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 | $68,883 | $53,925+27.7% | $75,501-8.8% | $69,631-1.1% |
| Participation rate | 95.4% | 71.2%+24.2pp | 72.4%+23.0pp | 70.7%+24.7pp |
| Annual return | 16.90% | 17.84%-0.9pp | 27.35%-10.4pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,723 | $1,802-4.4% | $2,352-26.7% | $2,032-15.2% |
| Participant deferral / active EE | $4,273 | $2,569+66.3% | $3,142+36.0% | $3,224+32.6% |
| Admin fee / account holder | $28 | $97-71.1% | $5,801-99.5% | $110-74.6% |