Filed November 15, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HENRY & HORNE, LLP1+ years Service code 10 · EIN 86-0133881 | Accounting | $15,210 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 62 · EIN 04-3581074 | Float revenue | $7,822 |
RUSSELL TRUST COMPANY1+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $7,636 |
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 | $59,155 | $107,045-44.7% | $108,745-45.6% | $63,975-7.5% |
| Participation rate | 86.1% | 81.9%+4.1pp | 77.7%+8.4pp | 71.1%+14.9pp |
| Annual return | -2.84% | 18.14%-21.0pp | 46.22%-49.1pp | 48.65%-51.5pp |
| Employer contribution / active EE | $1,923 | $2,651-27.5% | $3,323-42.1% | $2,182-11.9% |
| Participant deferral / active EE | $3,709 | $4,292-13.6% | $5,121-27.6% | $3,356+10.5% |
| Admin fee / account holder | $49 | $67-27.5% | $6,144-99.2% | $70-30.9% |