Filed March 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
SF FISER & COMPANY10+ years Service code 10 · EIN 71-0749699 | Accounting | $17,402 |
FRIDAY ELDREDGE & CLARK6 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $7,251 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,969 | $96,236+136.9% | $136,072+67.5% | $80,935+181.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 15.42% | 28.74%-13.3pp | 580.46%-565.0pp | 35.66%-20.2pp |
| Employer contribution / active EE | $4,118 | $3,350+22.9% | $4,216-2.3% | $2,757+49.4% |
| Participant deferral / active EE | $3,963 | $5,709-30.6% | $7,028-43.6% | $4,299-7.8% |
| Admin fee / account holder | $256 | $8,250-96.9% | $6,718-96.2% | $6,924-96.3% |