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 | $45,900+179.8% | $94,057+36.5% | $64,340+99.6% |
| Participation rate | 99.2% | 50.6%+48.6pp | 73.3%+25.9pp | 55.2%+44.0pp |
| Annual return | 10.40% | 50.47%-40.1pp | 480.62%-470.2pp | 24.14%-13.7pp |
| Employer contribution / active EE | $5,910 | $1,612+266.6% | $2,933+101.5% | $1,862+217.4% |
| Participant deferral / active EE | $7,001 | $2,102+233.0% | $4,709+48.7% | $2,980+134.9% |
| Admin fee / account holder | $71 | $3,143-97.7% | $7,244-99.0% | $3,703-98.1% |