Filed August 9, 2016 (most recent of 2 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
EARNEY & CO1 year Filed as: EARNEY & COMPANY PLLC Service code 10 · EIN 56-1719839 | Accounting | $32,600 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,714 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $24,266 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,053 | $89,436-47.4% | $164,813-71.5% | $77,643-39.4% |
| Participation rate | 88.5% | 78.6%+9.9pp | 78.6%+9.9pp | 70.6%+18.0pp |
| Annual return | 13.53% | 28.83%-15.3pp | 69.93%-56.4pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,250 | $2,569-51.3% | $4,341-71.2% | $2,726-54.1% |
| Participant deferral / active EE | $3,541 | $4,897-27.7% | $6,031-41.3% | $4,647-23.8% |
| Admin fee / account holder | $154 | $339-54.8% | $12,690-98.8% | $430-64.3% |