Filed September 18, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ARONSON LLC4 years Service code 10 · EIN 37-1611326 | Accounting | $18,100 |
PRM CONSULTING INC3 years Filed as: PRM CONSULTING Service code 14 · EIN 52-2156813 | Plan Administrator | $8,200 |
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 | $95,369 | $51,197+86.3% | $82,719+15.3% | $66,914+42.5% |
| Participation rate | 94.4% | 67.8%+26.6pp | 72.6%+21.9pp | 69.8%+24.6pp |
| Annual return | -10.09% | -9.64%-0.5pp | 701.18%-711.3pp | 1.58%-11.7pp |
| Employer contribution / active EE | $5,201 | $2,611+99.2% | $3,009+72.8% | $2,544+104.4% |
| Participant deferral / active EE | $5,916 | $3,458+71.1% | $4,395+34.6% | $4,237+39.6% |
| Admin fee / account holder | $4 | $416-99.0% | $5,329-99.9% | $593-99.3% |