Filed December 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST HEARTLAND CONSULTANTS INC. Service code 27 · EIN 43-1635589 | Advisory (Plan) | $13,997 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,903 | $58,344-69.3% | $98,506-81.8% | $86,821-79.4% |
| Participation rate | 99.6% | 68.4%+31.2pp | 73.3%+26.3pp | 72.3%+27.3pp |
| Annual return | 16.74% | 43.47%-26.7pp | 1494.92%-1478.2pp | 97.94%-81.2pp |
| Employer contribution / active EE | $678 | $2,008-66.2% | $2,961-77.1% | $2,406-71.8% |
| Participant deferral / active EE | $3,374 | $3,156+6.9% | $4,277-21.1% | $4,132-18.3% |
| Admin fee / account holder | $132 | $138-4.5% | $5,955-97.8% | $170-22.4% |