Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $590 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,301 | $58,320+89.1% | $86,439+27.6% | $66,930+64.8% |
| Participation rate | 95.5% | 78.6%+16.9pp | 80.3%+15.2pp | 69.8%+25.7pp |
| Annual return | -16.16% | -9.71%-6.4pp | 4395.55%-4411.7pp | 1.57%-17.7pp |
| Employer contribution / active EE | $5,301 | $2,615+102.7% | $3,769+40.6% | $2,545+108.3% |
| Participant deferral / active EE | $14,349 | $6,899+108.0% | $6,952+106.4% | $4,238+238.6% |
| Admin fee / account holder | $2 | $546-99.6% | $6,732-100.0% | $593-99.6% |