Filed February 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Service code 11 · EIN 13-4008324 ONE NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $13,740 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 21 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Bank Trustee | $11,250 |
K&L GATES1+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 210 SIXTH AVENUE · PITTSBURGH, PA 15222 | Legal | $5,260 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 0.00% | 45.66%-45.7pp | 5.00%-5.0pp | 11.88%-11.9pp |
| Employer contribution / active EE | $30,724 | $9,637+218.8% | $35,918-14.5% | $14,612+110.3% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |