Filed February 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,151 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,533 | $70,002-42.1% | $115,037-64.8% | $52,331-22.5% |
| Participation rate | 96.6% | 72.1%+24.5pp | 81.4%+15.3pp | 68.1%+28.5pp |
| Annual return | 18.64% | 4.04%+14.6pp | 26.14%-7.5pp | 4.54%+14.1pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $9,047 | $4,920+83.9% | $6,026+50.1% | $3,022+199.3% |
| Admin fee / account holder | $3 | $566-99.5% | $8,175-100.0% | $592-99.5% |