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) | $9,676 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SPECIALISTS LTD Service code 49 | Other Services | $5,235 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SPECIALISTS Service code 49 · EIN 36-3592542 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,727 | $47,766-69.2% | $82,763-82.2% | $64,824-77.3% |
| Participation rate | 99.7% | 67.7%+32.0pp | 72.6%+27.1pp | 71.5%+28.2pp |
| Annual return | -18.21% | -13.06%-5.2pp | 702.45%-720.7pp | 32.84%-51.1pp |
| Employer contribution / active EE | $722 | $2,182-66.9% | $3,008-76.0% | $2,507-71.2% |
| Participant deferral / active EE | $3,568 | $3,332+7.1% | $4,395-18.8% | $4,311-17.2% |
| Admin fee / account holder | $122 | $143-14.5% | $5,325-97.7% | $188-34.9% |