Filed March 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 13-2638166 | Other Fees | $59,044 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,067 |
SELDEN FOX, LTD.1 year Filed as: SELDEN FOX Service code 99 · EIN 11-1000111 | Other Fees | $7,035 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,468 |
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 | $110,090 | $44,734+146.1% | $99,479+10.7% | $67,582+62.9% |
| Participation rate | 76.0% | 66.2%+9.8pp | 73.8%+2.1pp | 71.3%+4.7pp |
| Annual return | 25.74% | 32.45%-6.7pp | 30.72%-5.0pp | 378.57%-352.8pp |
| Employer contribution / active EE | $3,037 | $1,261+140.9% | $2,540+19.6% | $2,148+41.4% |
| Participant deferral / active EE | $8,310 | $2,731+204.3% | $3,619+129.6% | $3,539+134.8% |
| Admin fee / account holder | $58 | $120-51.7% | $6,253-99.1% | $142-59.4% |