Filed January 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CAPIN CROUSE LLP2+ years Filed as: CAPIN CROUSE, LLP Service code 10 · EIN 36-3990892 | Accounting | $9,942 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $608 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,778 | $46,100-61.4% | $86,582-79.5% | $69,631-74.5% |
| Participation rate | 96.0% | 67.2%+28.9pp | 73.5%+22.5pp | 70.7%+25.4pp |
| Annual return | 9.69% | 21.02%-11.3pp | 965.08%-955.4pp | 27571.02%-27561.3pp |
| Employer contribution / active EE | $2,134 | $1,850+15.3% | $2,839-24.9% | $2,032+5.0% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $32 | $94-65.7% | $4,904-99.3% | $110-70.9% |