Filed March 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
SF FISER & COMPANY9+ years Service code 10 · EIN 71-0749699 | Accounting | $16,002 |
FRIDAY ELDREDGE & CLARK5 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $6,129 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,592 | $90,745+140.9% | $130,270+67.8% | $75,177+190.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 13.10% | 34.45%-21.3pp | 38.89%-25.8pp | 160.75%-147.6pp |
| Employer contribution / active EE | $4,179 | $3,314+26.1% | $4,128+1.2% | $2,671+56.5% |
| Participant deferral / active EE | $3,600 | $5,362-32.9% | $6,797-47.0% | $4,126-12.7% |
| Admin fee / account holder | $256 | $6,331-96.0% | $6,022-95.7% | $5,651-95.5% |