Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,678 | $47,456-67.0% | $172,753-90.9% | $77,775-79.8% |
| Participation rate | 99.7% | 66.3%+33.4pp | 82.6%+17.0pp | 73.2%+26.5pp |
| Annual return | 16.89% | 35.57%-18.7pp | 803.00%-786.1pp | 32.58%-15.7pp |
| Employer contribution / active EE | $399 | $1,574-74.7% | $5,144-92.3% | $2,504-84.1% |
| Participant deferral / active EE | $1,051 | $2,560-58.9% | $5,198-79.8% | $3,966-73.5% |
| Admin fee / account holder | $84 | $81+3.6% | $13,956-99.4% | $100-16.3% |