Filed September 18, 2017
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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP3 years Service code 10 · EIN 57-1157523 | Accounting | $21,625 |
PRM CONSULTING INC6 years Filed as: PRM CONSULTING Service code 16 · EIN 52-2146813 | Consulting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,421 | $47,105+172.6% | $68,368+87.8% | $67,986+88.9% |
| Participation rate | 99.2% | 51.8%+47.4pp | 73.8%+25.5pp | 57.2%+42.0pp |
| Annual return | 10.40% | 48.37%-38.0pp | 292.57%-282.2pp | 31.67%-21.3pp |
| Employer contribution / active EE | $5,910 | $1,859+218.0% | $2,649+123.1% | $2,019+192.8% |
| Participant deferral / active EE | $7,001 | $2,374+194.9% | $4,123+69.8% | $3,358+108.5% |
| Admin fee / account holder | $71 | $2,435-97.1% | $5,150-98.6% | $3,203-97.8% |