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 | $27,500 |
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 | $70,475 | $52,722+33.7% | $90,461-22.1% | $73,412-4.0% |
| Participation rate | 99.1% | 67.7%+31.3pp | 72.7%+26.4pp | 72.2%+26.9pp |
| Annual return | 4.45% | 20.70%-16.3pp | 1294.76%-1290.3pp | 59.30%-54.8pp |
| Employer contribution / active EE | $5,138 | $1,872+174.5% | $3,264+57.4% | $2,234+130.0% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $30 | $117-74.7% | $5,617-99.5% | $158-81.3% |