Filed September 4, 2015 (most recent of 2 filings on file)
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,001 | $90,607+136.2% | $79,467+169.3% | $135,380+58.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.77% | 977.74%-983.5pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $9,378 | $3,068+205.7% | $2,800+234.9% | $4,779+96.2% |
| Participant deferral / active EE | $8,194 | $4,050+102.3% | $3,704+121.2% | $5,609+46.1% |
| Admin fee / account holder | $19,677 | $5,895+233.8% | $5,104+285.5% | $10,828+81.7% |