Filed March 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
SF FISER & COMPANY6+ years Service code 10 · EIN 71-0749699 | Accounting | $13,901 |
FRIDAY ELDREDGE & CLARK2 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $5,807 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $177,869 | $95,762+85.7% | $379,746-53.2% | $79,856+122.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 4.26% | 18.26%-14.0pp | 34.90%-30.6pp | 31.71%-27.5pp |
| Employer contribution / active EE | $2,308 | $2,695-14.4% | $3,540-34.8% | $2,471-6.6% |
| Participant deferral / active EE | $4,115 | $4,705-12.5% | $6,024-31.7% | $3,741+10.0% |
| Admin fee / account holder | $216 | $6,745-96.8% | $7,927-97.3% | $5,306-95.9% |