Filed April 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $38,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,461 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,805 | $101,672+11.9% | $147,117-22.6% | $74,478+52.8% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.8pp |
| Annual return | 12.41% | 8757.83%-8745.4pp | 420.54%-408.1pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $5,005 | $3,813+31.3% | $4,932+1.5% | $2,626+90.6% |
| Participant deferral / active EE | $12,060 | $7,305+65.1% | $8,065+49.5% | $4,350+177.2% |
| Admin fee / account holder | $212 | $1,753-87.9% | $12,993-98.4% | $1,946-89.1% |