Filed November 9, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION2+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,360 |
CHERRY BEKAERT LLP2+ years Service code 10 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Accounting | $9,100 |
Participant contribution per participant 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 | $33,463 | $71,802-53.4% | $133,975-75.0% | $57,658-42.0% |
| Participation rate | 87.4% | 85.5%+1.9pp | 87.1%+0.3pp | 70.2%+17.2pp |
| Annual return | 7.58% | 13.51%-5.9pp | 29.29%-21.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,479 | $3,161-21.6% | $5,211-52.4% | $1,974+25.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $117 | $88+33.6% | $9,324-98.7% | $95+23.9% |