Filed April 16, 2018
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,549 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,617 | $58,726-34.2% | $92,240-58.1% | $62,293-38.0% |
| Participation rate | 82.9% | 68.3%+14.5pp | 76.5%+6.4pp | 69.5%+13.3pp |
| Annual return | 9.97% | 43.62%-33.6pp | 176.29%-166.3pp | 28.90%-18.9pp |
| Employer contribution / active EE | $2,929 | $2,392+22.5% | $3,680-20.4% | $2,042+43.4% |
| Participant deferral / active EE | $2,194 | $2,766-20.7% | $3,897-43.7% | $3,169-30.8% |
| Admin fee / account holder | $23 | $556-95.8% | $5,194-99.6% | $479-95.2% |