Filed January 20, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $19,929 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $15,706 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,095 | $47,163-34.1% | $149,696-79.2% | $74,460-58.2% |
| Participation rate | 96.2% | 63.4%+32.8pp | 78.8%+17.5pp | 70.7%+25.5pp |
| Annual return | 15.98% | 22.75%-6.8pp | 134.46%-118.5pp | 34.38%-18.4pp |
| Employer contribution / active EE | $2,255 | $1,907+18.3% | $4,821-53.2% | $2,638-14.5% |
| Participant deferral / active EE | $3,962 | $2,730+45.1% | $5,682-30.3% | $4,530-12.5% |
| Admin fee / account holder | $69 | $343-79.8% | $13,212-99.5% | $348-80.1% |