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 | $6,500 |
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 | $76,420 | $50,637+50.9% | $86,582-11.7% | $62,293+22.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.88% | 20.80%-4.9pp | 965.08%-949.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,321 | $2,611+142.1% | $3,609+75.2% | $3,169+99.5% |
| Admin fee / account holder | $16 | $413-96.1% | $4,904-99.7% | $479-96.6% |