Filed April 23, 2015
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC FINANCIAL ADVISORS INC Service code 27 7029 ALBERT PICK RD STE 206 · GREENSBORO, NC 274099519 | Advisory (Plan) | $39,242 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $18,551 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 1000 CHESTERBROOK BLVD · BERWYN, PA 19312 | Advisory (Plan) | $6,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,194 | $78,485+9.8% | $106,213-18.8% | $74,495+15.7% |
| Participation rate | 99.1% | 72.8%+26.3pp | 75.3%+23.9pp | 67.2%+31.9pp |
| Annual return | 15.22% | 15.95%-0.7pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,111 | $2,523+23.3% | $3,171-1.9% | $2,623+18.6% |
| Participant deferral / active EE | $4,538 | $4,322+5.0% | $5,016-9.5% | $4,346+4.4% |
| Admin fee / account holder | $289 | $2,232-87.1% | $11,033-97.4% | $1,942-85.1% |