Filed March 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $3,202 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,072 | $46,732-57.0% | $156,551-87.2% | $55,167-63.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | -0.88% | 17.72%-18.6pp | 32.23%-33.1pp | 169.23%-170.1pp |
| Employer contribution / active EE | $2,367 | $2,105+12.4% | $5,501-57.0% | $1,963+20.6% |
| Participant deferral / active EE | $1,504 | $2,204-31.8% | $4,871-69.1% | $3,054-50.8% |
| Admin fee / account holder | $17 | $418-96.0% | $13,028-99.9% | $504-96.7% |