Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$2,906 |
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 | $99,712 | $58,655+70.0% | $91,994+8.4% | $65,185+53.0% |
| Participation rate | 92.3% | 75.3%+17.0pp | 78.6%+13.6pp | 70.2%+22.1pp |
| Annual return | 31.79% | 33.92%-2.1pp | 69.03%-37.2pp | 29.38%+2.4pp |
| Employer contribution / active EE | $4,373 | $2,080+110.2% | $3,452+26.7% | $2,177+100.9% |
| Participant deferral / active EE | $11,014 | $5,474+101.2% | $5,923+85.9% | $3,514+213.5% |
| Admin fee / account holder | $5 | $434-98.8% | $7,743-99.9% | $847-99.4% |