Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
INTERNAL REVENUE SERVICE2 years Service code 14 · EIN 61-1785596 | Plan Administrator | $9 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$331,978 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,559 | $48,835+77.2% | $170,435-49.2% | $177,276-51.2% |
| Participation rate | 70.7% | 72.1%-1.4pp | 83.6%-12.9pp | 74.8%-4.1pp |
| Annual return | 18.08% | 19.44%-1.4pp | 205.94%-187.9pp | 21.25%-3.2pp |
| Employer contribution / active EE | $3,926 | $1,798+118.3% | $5,432-27.7% | $2,479+58.4% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | -$64 | $52-222.7% | $13,881-100.5% | $154-141.4% |