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 | $100,060-17.6% | $149,721-44.9% | $70,126+17.5% |
| Participation rate | 98.9% | 83.6%+15.4pp | 87.1%+11.9pp | 69.5%+29.4pp |
| Annual return | 14.86% | 27.46%-12.6pp | 1501.67%-1486.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $4,869 | $3,661+33.0% | $5,444-10.6% | $2,343+107.9% |
| Participant deferral / active EE | $5,937 | $4,982+19.2% | $6,568-9.6% | $3,332+78.2% |
| Admin fee / account holder | $16 | $8,285-99.8% | $11,282-99.9% | $4,645-99.7% |