Filed May 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 66-0607734 | Accounting | $11,000 |
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 | $44,165 | $70,106-37.0% | $80,977-45.5% | $63,975-31.0% |
| Participation rate | 97.3% | 79.4%+17.9pp | 75.8%+21.5pp | 71.1%+26.2pp |
| Annual return | 10.63% | 13.93%-3.3pp | 17.11%-6.5pp | 48.65%-38.0pp |
| Employer contribution / active EE | $584 | $2,042-71.4% | $3,715-84.3% | $2,182-73.2% |
| Participant deferral / active EE | $2,429 | $5,245-53.7% | $5,696-57.4% | $3,356-27.6% |
| Admin fee / account holder | $33 | $57-42.3% | $5,517-99.4% | $70-53.3% |