Filed November 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $58,980 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,919 | $74,706+189.0% | $75,714+185.2% | $79,391+172.0% |
| Participation rate | 85.9% | 75.3%+10.6pp | 74.8%+11.1pp | 70.7%+15.2pp |
| Annual return | 13.96% | 18.52%-4.6pp | 104.62%-90.7pp | 116.88%-102.9pp |
| Employer contribution / active EE | $4,801 | $2,590+85.4% | $2,744+75.0% | $2,428+97.8% |
| Participant deferral / active EE | $7,015 | $3,533+98.5% | $3,820+83.6% | $4,046+73.4% |
| Admin fee / account holder | $203 | $374-45.9% | $3,619-94.4% | $627-67.6% |