Filed February 11, 2020 (most recent of 11 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-0230590 | Recordkeeping | $2,050 |
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 | $82,433 | $100,041-17.6% | $149,718-44.9% | $70,131+17.5% |
| Participation rate | 98.9% | 83.6%+15.4pp | 87.1%+11.9pp | 69.5%+29.4pp |
| Annual return | 14.86% | 27.43%-12.6pp | 1501.67%-1486.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $4,869 | $3,662+33.0% | $5,445-10.6% | $2,342+107.9% |
| Participant deferral / active EE | $5,937 | $4,983+19.2% | $6,569-9.6% | $3,332+78.2% |
| Admin fee / account holder | $16 | $8,286-99.8% | $11,283-99.9% | $4,645-99.7% |