Filed March 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
SF FISER & COMPANY8+ years Service code 10 · EIN 71-0749699 | Accounting | $15,502 |
FRIDAY ELDREDGE & CLARK4 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $6,403 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,761 | $83,427+143.0% | $115,756+75.2% | $68,490+196.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 10.68% | -10.95%+21.6pp | 143.14%-132.5pp | -7.85%+18.5pp |
| Employer contribution / active EE | $2,609 | $3,075-15.2% | $3,793-31.2% | $2,597+0.5% |
| Participant deferral / active EE | $4,274 | $5,355-20.2% | $6,254-31.7% | $4,028+6.1% |
| Admin fee / account holder | $239 | $5,708-95.8% | $8,124-97.1% | $5,403-95.6% |