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 |
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 | $112,327 | $58,344+92.5% | $98,506+14.0% | $86,821+29.4% |
| Participation rate | 95.5% | 68.4%+27.1pp | 73.3%+22.1pp | 72.3%+23.2pp |
| Annual return | 24.30% | 43.47%-19.2pp | 1494.92%-1470.6pp | 97.94%-73.6pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,953 | $3,156+88.6% | $4,277+39.2% | $4,132+44.1% |
| Admin fee / account holder | $18 | $138-86.6% | $5,955-99.7% | $170-89.1% |