Filed July 16, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,673 |
ARY ROEPCKE MULCHAEY, P.C.8+ years Service code 10 · EIN 52-2370901 | Accounting | $11,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,155 | $71,142-30.9% | $119,628-58.9% | $64,829-24.2% |
| Participation rate | 90.5% | 78.6%+11.9pp | 79.3%+11.2pp | 71.5%+19.0pp |
| Annual return | -13.37% | -10.01%-3.4pp | -14.98%+1.6pp | 32.85%-46.2pp |
| Employer contribution / active EE | $1,741 | $2,497-30.3% | $4,232-58.9% | $2,507-30.6% |
| Participant deferral / active EE | $3,267 | $4,490-27.2% | $5,601-41.7% | $4,312-24.2% |
| Admin fee / account holder | $73 | $162-55.2% | $10,330-99.3% | $188-61.3% |