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.
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 | $128,421 | $56,317+128.0% | $71,209+80.3% | $74,304+72.8% |
| Participation rate | 99.2% | 55.1%+44.1pp | 73.8%+25.5pp | 60.3%+38.9pp |
| Annual return | 10.40% | 42.83%-32.4pp | 282.51%-272.1pp | 29.43%-19.0pp |
| Employer contribution / active EE | $5,910 | $2,160+173.6% | $2,721+117.2% | $2,241+163.7% |
| Participant deferral / active EE | $7,001 | $2,788+151.1% | $4,175+67.7% | $3,767+85.8% |
| Admin fee / account holder | $71 | $2,290-96.9% | $5,349-98.7% | $2,969-97.6% |