Filed May 6, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-3038464 | Recordkeeping | $9,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,827 | $47,977-58.7% | $154,108-87.1% | $56,289-64.8% |
| Participation rate | 40.6% | 66.2%-25.6pp | 83.0%-42.4pp | 69.9%-29.3pp |
| Annual return | -5.52% | 3.54%-9.1pp | 735.21%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $839 | $2,169-61.3% | $5,298-84.2% | $2,111-60.2% |
| Participant deferral / active EE | $920 | $2,392-61.5% | $5,081-81.9% | $3,350-72.5% |
| Admin fee / account holder | $298 | $438-32.0% | $13,411-97.8% | $521-42.8% |