Filed November 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,314 | $137,414-37.2% | $189,537-54.5% | $85,847+0.5% |
| Participation rate | 98.7% | 84.6%+14.1pp | 87.8%+10.9pp | 69.3%+29.4pp |
| Annual return | 15.45% | 38.14%-22.7pp | 555.34%-539.9pp | 318.61%-303.2pp |
| Employer contribution / active EE | $9,727 | $4,344+123.9% | $6,161+57.9% | $2,565+279.2% |
| Participant deferral / active EE | $5,360 | $6,260-14.4% | $8,220-34.8% | $3,952+35.6% |
| Admin fee / account holder | $66 | $8,630-99.2% | $12,048-99.5% | $6,261-98.9% |