Filed May 6, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-3038464 | Recordkeeping | $10,000 |
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 | $23,608 | $52,961-55.4% | $172,752-86.3% | $65,185-63.8% |
| Participation rate | 32.8% | 66.2%-33.4pp | 82.6%-49.9pp | 70.2%-37.4pp |
| Annual return | 19.55% | 30.12%-10.6pp | 802.97%-783.4pp | 29.38%-9.8pp |
| Employer contribution / active EE | $779 | $2,190-64.5% | $5,144-84.9% | $2,177-64.2% |
| Participant deferral / active EE | $874 | $2,471-64.6% | $5,198-83.2% | $3,514-75.1% |
| Admin fee / account holder | $238 | $472-49.5% | $13,955-98.3% | $847-71.9% |