Filed September 19, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 47-3314008 | Investment Management | $24,000 |
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 | $140,718 | $65,322+115.4% | $70,494+99.6% | $73,497+91.5% |
| Participation rate | 99.1% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.4pp |
| Annual return | 12.03% | 15.71%-3.7pp | 109.16%-97.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $5,472 | $2,460+122.5% | $2,738+99.9% | $2,270+141.1% |
| Participant deferral / active EE | $6,374 | $3,375+88.9% | $3,711+71.8% | $3,740+70.4% |
| Admin fee / account holder | $53 | $214-75.2% | $3,848-98.6% | $513-89.7% |