Filed July 3, 2015 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-3580924 | Recordkeeping | $5,668 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,635 | $74,089-20.9% | $133,980-56.2% | $55,167+6.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 7.62% | 12.11%-4.5pp | 29.30%-21.7pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,804 | $3,064-8.5% | $5,211-46.2% | $1,963+42.9% |
| Participant deferral / active EE | $3,414 | $4,678-27.0% | $6,282-45.7% | $3,054+11.8% |
| Admin fee / account holder | $69 | $458-85.0% | $9,324-99.3% | $504-86.4% |