Filed November 2, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,795 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,901 | $75,183-56.2% | $123,892-73.4% | $55,167-40.4% |
| Participation rate | 95.0% | 72.8%+22.2pp | 81.4%+13.6pp | 69.0%+26.1pp |
| Annual return | 1.72% | 19.01%-17.3pp | 47.52%-45.8pp | 169.23%-167.5pp |
| Employer contribution / active EE | $926 | $2,823-67.2% | $4,617-80.0% | $1,963-52.8% |
| Participant deferral / active EE | $4,251 | $5,084-16.4% | $5,984-29.0% | $3,054+39.2% |
| Admin fee / account holder | $18 | $663-97.2% | $8,357-99.8% | $504-96.4% |