Filed July 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MOMENTUM ADVISORS1 year Service code 27 · EIN 27-2586478 | Advisory (Plan) | $15,160 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,601 |
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 | $121,485 | $95,542+27.2% | $69,464+74.9% | $67,579+79.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 74.6%+7.2pp | 71.3%+10.5pp |
| Annual return | 7.15% | 17.67%-10.5pp | 28.98%-21.8pp | 378.56%-371.4pp |
| Employer contribution / active EE | $5,387 | $2,989+80.2% | $2,779+93.8% | $2,148+150.8% |
| Participant deferral / active EE | $6,475 | $3,263+98.5% | $3,536+83.1% | $3,539+83.0% |
| Admin fee / account holder | $35 | $90-60.5% | $3,840-99.1% | $142-75.1% |