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 | $7,750 |
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 | $82,662 | $52,722+56.8% | $90,461-8.6% | $73,412+12.6% |
| Participation rate | 97.6% | 67.7%+29.9pp | 72.7%+24.9pp | 72.2%+25.5pp |
| Annual return | 6.03% | 20.70%-14.7pp | 1294.76%-1288.7pp | 59.30%-53.3pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,070 | $2,810+116.0% | $3,964+53.1% | $3,806+59.5% |
| Admin fee / account holder | $17 | $117-85.4% | $5,617-99.7% | $158-89.2% |