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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,805 | $101,317+12.3% | $146,958-22.6% | $74,495+52.8% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.8pp |
| Annual return | 12.41% | 8730.91%-8718.5pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $5,005 | $3,810+31.4% | $4,933+1.5% | $2,623+90.8% |
| Participant deferral / active EE | $12,060 | $7,303+65.1% | $8,070+49.4% | $4,346+177.5% |
| Admin fee / account holder | $212 | $1,739-87.8% | $12,998-98.4% | $1,942-89.1% |