Filed March 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,182 |
Service code 27 · EIN 26-2219855 | Advisory (Plan) | $9,700 |
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 | $38,719 | $52,961-26.9% | $172,752-77.6% | $65,185-40.6% |
| Participation rate | 88.0% | 66.2%+21.8pp | 82.6%+5.4pp | 70.2%+17.8pp |
| Annual return | 20.89% | 30.12%-9.2pp | 802.97%-782.1pp | 29.38%-8.5pp |
| Employer contribution / active EE | $532 | $2,190-75.7% | $5,144-89.7% | $2,177-75.6% |
| Participant deferral / active EE | $3,303 | $2,471+33.7% | $5,198-36.5% | $3,514-6.0% |
| Admin fee / account holder | $148 | $472-68.5% | $13,955-98.9% | $847-82.5% |