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 | $29,270 |
ARY ROEPCKE MULCHAEY, P.C.10+ years Service code 10 · EIN 52-2370901 | Accounting | $10,155 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,850 | $89,465-20.8% | $165,100-57.1% | $77,762-8.9% |
| Participation rate | 86.5% | 78.6%+7.8pp | 78.6%+7.8pp | 70.6%+15.9pp |
| Annual return | 15.99% | 28.86%-12.9pp | 70.21%-54.2pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,841 | $2,565-28.2% | $4,348-57.7% | $2,728-32.5% |
| Participant deferral / active EE | $3,409 | $4,904-30.5% | $6,035-43.5% | $4,651-26.7% |
| Admin fee / account holder | $56 | $340-83.5% | $12,696-99.6% | $433-87.1% |