Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 35-1140070 | Accounting | $39,696 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $7,517 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $31,150 | $45,382-31.4% | $154,110-79.8% | $75,289-58.6% |
| Participation rate | 99.4% | 65.9%+33.5pp | 83.0%+16.3pp | 72.4%+26.9pp |
| Annual return | -4.05% | -0.47%-3.6pp | 735.22%-739.3pp | -0.04%-4.0pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $39 | $89-56.2% | $13,412-99.7% | $102-61.7% |