Filed May 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,593 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $32,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,699 | $50,902+13.4% | $155,534-62.9% | $77,736-25.8% |
| Participation rate | 79.3% | 63.1%+16.2pp | 78.2%+1.1pp | 70.6%+8.7pp |
| Annual return | 8.53% | 34.85%-26.3pp | 64.92%-56.4pp | 31.26%-22.7pp |
| Employer contribution / active EE | $514 | $1,991-74.2% | $4,675-89.0% | $2,728-81.2% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,630-100.0% | $4,651-100.0% |
| Admin fee / account holder | $118 | $437-73.0% | $15,900-99.3% | $433-72.8% |