Filed January 27, 2016 (most recent of 3 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 38-3268411 | Investment Management | $273,150 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $24,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,763 | $80,177+58.1% | $123,894+2.3% | $57,658+119.9% |
| Participation rate | 98.5% | 74.4%+24.1pp | 81.4%+17.1pp | 70.2%+28.3pp |
| Annual return | 12.82% | 17.90%-5.1pp | 47.52%-34.7pp | 5.13%+7.7pp |
| Employer contribution / active EE | $5,464 | $2,913+87.6% | $4,617+18.3% | $1,974+176.8% |
| Participant deferral / active EE | $8,468 | $5,130+65.1% | $5,984+41.5% | $3,061+176.7% |
| Admin fee / account holder | $1,004 | $106+843.9% | $8,357-88.0% | $95+961.6% |