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 | $13,000 |
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 | $87,416 | $44,873+94.8% | $79,467+10.0% | $56,289+55.3% |
| Participation rate | 97.1% | 68.7%+28.4pp | 73.3%+23.8pp | 69.9%+27.2pp |
| Annual return | 8.95% | 0.81%+8.1pp | 718.30%-709.4pp | -9.96%+18.9pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,646 | $2,746+142.0% | $3,704+79.4% | $3,350+98.4% |
| Admin fee / account holder | $34 | $418-91.9% | $5,104-99.3% | $521-93.5% |