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 |
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 | $91,280 | $58,344+56.5% | $98,506-7.3% | $86,821+5.1% |
| Participation rate | 96.9% | 68.4%+28.5pp | 73.3%+23.5pp | 72.3%+24.6pp |
| Annual return | 27.26% | 43.47%-16.2pp | 1494.92%-1467.7pp | 97.94%-70.7pp |
| Employer contribution / active EE | $5,113 | $2,008+154.7% | $2,961+72.6% | $2,406+112.5% |
| Participant deferral / active EE | $0 | $3,156-100.0% | $4,277-100.0% | $4,132-100.0% |
| Admin fee / account holder | $30 | $138-78.2% | $5,955-99.5% | $170-82.3% |