Filed November 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PFG4 years Service code 14 · EIN 42-1520346 | Plan Administrator | $46,729 |
BANKERS TRUST COMPANY4 years Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $44,986 |
SCRIBNER COHEN2 years Filed as: SCRIBNER COHEN AND COMPANY Service code 10 · EIN 39-1210538 | Accounting | $13,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,911 | $42,367+86.3% | $79,583-0.8% | $64,824+21.7% |
| Participation rate | 98.8% | 64.7%+34.1pp | 69.5%+29.3pp | 71.5%+27.3pp |
| Annual return | 64.00% | -12.24%+76.2pp | 0.16%+63.8pp | 32.84%+31.2pp |
| Employer contribution / active EE | $1,871 | $1,181+58.5% | $2,414-22.5% | $2,507-25.4% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $182 | $160+13.9% | $6,835-97.3% | $188-3.2% |