Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | -$1,547 |
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 | $68,695 | $61,214+12.2% | $83,322-17.6% | $56,287+22.0% |
| Participation rate | 91.8% | 72.6%+19.3pp | 77.8%+14.1pp | 69.9%+22.0pp |
| Annual return | -6.83% | 0.42%-7.2pp | 10.64%-17.5pp | -9.96%+3.1pp |
| Employer contribution / active EE | $3,929 | $1,925+104.1% | $3,379+16.3% | $2,111+86.1% |
| Participant deferral / active EE | $10,701 | $5,091+110.2% | $5,565+92.3% | $3,350+219.4% |
| Admin fee / account holder | $10 | $512-98.1% | $7,540-99.9% | $521-98.1% |