Filed February 24, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-8874282 | Investment Management | $24,000 |
Service code 28 · EIN 73-0580274 | Investment Management | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,681 | $46,100+23.0% | $86,582-34.5% | $69,631-18.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 12.34% | 21.02%-8.7pp | 965.08%-952.7pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $4,845 | $1,850+161.9% | $2,839+70.6% | $2,032+138.4% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $33 | $94-64.6% | $4,904-99.3% | $110-69.9% |