Filed January 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $69,344 |
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 | $102,254 | $79,519+28.6% | $95,956+6.6% | $73,412+39.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 18.56% | 19.20%-0.6pp | 91.63%-73.1pp | 59.30%-40.7pp |
| Employer contribution / active EE | $5,451 | $2,048+166.2% | $2,541+114.5% | $2,234+144.1% |
| Participant deferral / active EE | $8,142 | $4,138+96.7% | $4,167+95.4% | $3,806+113.9% |
| Admin fee / account holder | $132 | $184-28.6% | $6,797-98.1% | $158-16.7% |