Filed April 11, 2016
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| Provider | Service type | Compensation |
|---|---|---|
CHOREO LLC1 year Service code 16 · EIN 41-1944416 | Consulting | $48,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,819 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,142 | $122,239-3.4% | $184,203-35.9% | $74,495+58.6% |
| Participation rate | 96.2% | 85.5%+10.8pp | 86.8%+9.4pp | 67.2%+29.0pp |
| Annual return | 11.48% | 19.95%-8.5pp | 28.81%-17.3pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,703 | $4,537-40.4% | $6,427-57.9% | $2,623+3.0% |
| Participant deferral / active EE | $9,529 | $7,139+33.5% | $9,131+4.4% | $4,346+119.3% |
| Admin fee / account holder | $230 | $1,260-81.7% | $13,901-98.3% | $1,942-88.2% |