Filed January 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CAPIN CROUSE LLP3+ years Filed as: CAPIN CROUSE, LLP Service code 10 · EIN 36-3990892 | Accounting | $10,693 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,420 | $43,999-55.9% | $79,476-75.6% | $55,725-65.1% |
| Participation rate | 93.0% | 66.9%+26.0pp | 73.3%+19.6pp | 70.9%+22.1pp |
| Annual return | 6.39% | 1.81%+4.6pp | 718.21%-711.8pp | 244.93%-238.5pp |
| Employer contribution / active EE | $2,392 | $1,830+30.8% | $2,800-14.6% | $2,078+15.1% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $33 | $118-71.7% | $5,113-99.3% | $115-71.1% |