Filed March 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
SF FISER & COMPANY7+ years Service code 10 · EIN 71-0749699 | Accounting | $14,602 |
FRIDAY ELDREDGE & CLARK3 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $6,725 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,958 | $102,065+82.2% | $453,569-59.0% | $85,851+116.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 7.50% | 25.44%-17.9pp | 64.43%-56.9pp | 318.63%-311.1pp |
| Employer contribution / active EE | $2,571 | $2,852-9.8% | $4,072-36.8% | $2,565+0.2% |
| Participant deferral / active EE | $4,280 | $4,789-10.6% | $6,211-31.1% | $3,952+8.3% |
| Admin fee / account holder | $234 | $5,717-95.9% | $11,214-97.9% | $6,261-96.3% |