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 | $25,750 |
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 | $69,726 | $54,237+28.6% | $90,324-22.8% | $67,582+3.2% |
| Participation rate | 98.6% | 68.6%+30.0pp | 73.3%+25.3pp | 71.3%+27.3pp |
| Annual return | 5.73% | 37.27%-31.5pp | 78.15%-72.4pp | 378.57%-372.8pp |
| Employer contribution / active EE | $4,907 | $1,846+165.8% | $2,856+71.8% | $2,148+128.5% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $28 | $123-77.2% | $5,356-99.5% | $142-80.2% |