Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 35-0145825 | Recordkeeping Fees | $575 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,056 | $51,769+45.0% | $57,343+30.9% | $52,331+43.4% |
| Participation rate | 91.3% | 75.2%+16.0pp | 75.1%+16.2pp | 68.1%+23.1pp |
| Annual return | 0.46% | 2.43%-2.0pp | 24.39%-23.9pp | 4.54%-4.1pp |
| Employer contribution / active EE | $2,299 | $2,335-1.6% | $2,689-14.5% | $1,882+22.2% |
| Participant deferral / active EE | $3,550 | $2,794+27.1% | $3,162+12.3% | $3,022+17.5% |
| Admin fee / account holder | $4 | $295-98.7% | $3,356-99.9% | $592-99.3% |