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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,363 | $47,766+57.8% | $82,763-8.9% | $64,824+16.3% |
| Participation rate | 98.5% | 67.7%+30.8pp | 72.6%+25.9pp | 71.5%+27.0pp |
| Annual return | -11.56% | -13.06%+1.5pp | 702.45%-714.0pp | 32.84%-44.4pp |
| Employer contribution / active EE | $5,198 | $2,182+138.3% | $3,008+72.8% | $2,507+107.3% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $28 | $143-80.1% | $5,325-99.5% | $188-84.8% |