Filed March 17, 2017 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1+ years Service code 13 · EIN 42-0714325 | Contract Administrator | $14,500 |
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 | $66,143 | $67,166-1.5% | $57,357+15.3% | $55,191+19.8% |
| Participation rate | 89.6% | 77.7%+11.9pp | 75.1%+14.5pp | 69.2%+20.4pp |
| Annual return | 9.15% | 4.22%+4.9pp | 24.41%-15.3pp | 10.78%-1.6pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,396 | $2,835+55.1% | $3,162+39.0% | $3,046+44.3% |
| Admin fee / account holder | $23 | $44-46.4% | $3,357-99.3% | $91-74.3% |