Filed August 9, 2016 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,035 |
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 | $57,290 | $37,044+54.7% | $71,796-20.2% | $57,658-0.6% |
| Participation rate | 98.7% | 61.1%+37.6pp | 69.1%+29.6pp | 70.2%+28.5pp |
| Annual return | 7.40% | 12.64%-5.2pp | 78.04%-70.6pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,655 | $720+268.7% | $1,924+38.0% | $1,974+34.5% |
| Participant deferral / active EE | $4,402 | $1,974+123.0% | $2,794+57.5% | $3,061+43.8% |
| Admin fee / account holder | $48 | $101-52.7% | $4,815-99.0% | $95-49.5% |