Filed February 16, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WHITE HORSE ADVISORS LLC Service code 16 · EIN 11-3695054 | Consulting | $90,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$368 |
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 | $132,346 | $117,734+12.4% | $115,752+14.3% | $77,958+69.8% |
| Participation rate | 96.2% | 82.0%+14.2pp | 77.8%+18.4pp | 71.6%+24.5pp |
| Annual return | 14.23% | 17.65%-3.4pp | 19.41%-5.2pp | 20.87%-6.6pp |
| Employer contribution / active EE | $3,895 | $2,736+42.4% | $3,492+11.5% | $2,310+68.6% |
| Participant deferral / active EE | $3,540 | $4,435-20.2% | $5,204-32.0% | $3,537+0.1% |
| Admin fee / account holder | $25 | $75-66.5% | $6,278-99.6% | $97-74.2% |