Filed September 18, 2017
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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP2 years Service code 10 · EIN 57-1157523 | Accounting | $21,500 |
PRM CONSULTING INC5 years Filed as: PRM CONSULTING Service code 16 · EIN 52-2146813 | Consulting | $8,975 |
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 | $115,725 | $60,393+91.6% | $81,820+41.4% | $74,429+55.5% |
| Participation rate | 99.2% | 62.9%+36.3pp | 72.4%+26.8pp | 67.2%+32.0pp |
| Annual return | 13.15% | 16.89%-3.7pp | 777.93%-764.8pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $5,629 | $2,626+114.3% | $2,915+93.1% | $2,625+114.5% |
| Participant deferral / active EE | $7,258 | $3,397+113.6% | $4,323+67.9% | $4,348+66.9% |
| Admin fee / account holder | $80 | $1,491-94.6% | $7,391-98.9% | $1,944-95.9% |