Filed March 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $8,066 |
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 | $25,035 | $56,511-55.7% | $185,837-86.5% | $86,813-71.2% |
| Participation rate | 72.4% | 65.5%+6.9pp | 81.7%-9.3pp | 72.3%+0.1pp |
| Annual return | 19.63% | 118.12%-98.5pp | 122.08%-102.4pp | 97.93%-78.3pp |
| Employer contribution / active EE | $2,861 | $1,844+55.2% | $5,168-44.6% | $2,406+18.9% |
| Participant deferral / active EE | $1,779 | $2,554-30.4% | $5,568-68.1% | $4,131-56.9% |
| Admin fee / account holder | $20 | $150-86.9% | $16,241-99.9% | $170-88.4% |