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 | $423 |
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 | $53,558 | $52,467+2.1% | $57,179-6.3% | $55,167-2.9% |
| Participation rate | 76.6% | 75.8%+0.8pp | 75.3%+1.3pp | 69.0%+7.6pp |
| Annual return | 7.02% | 7.72%-0.7pp | 14.59%-7.6pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,059 | $2,477-16.9% | $2,682-23.2% | $1,963+4.9% |
| Participant deferral / active EE | $3,470 | $2,830+22.6% | $3,096+12.1% | $3,054+13.6% |
| Admin fee / account holder | $4 | $269-98.7% | $3,139-99.9% | $504-99.3% |