Filed January 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Filed as: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 | Advisory (Participants) | $29,302 |
SENSIBA SAN FILIPPO LLP1 year Filed as: SENSIBA SAN FILLIPO Service code 10 · EIN 94-2370906 | Accounting | $10,000 |
ROCKY MOUNTAIN EMPLOYEE BENEFITS3+ years Service code 13 · EIN 87-0364490 | Contract Administrator | $1,900 |
Filed as: FIDELITY INVESTMENTS Service code 19 TWO DESTINY WAY · WEST LAKE, TX 76262 | Securities Custodian | $0 |
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 | $165,910 | $55,449+199.2% | $83,831+97.9% | $56,289+194.7% |
| Participation rate | 98.1% | 68.0%+30.1pp | 76.1%+22.0pp | 69.9%+28.2pp |
| Annual return | 10.76% | -1.38%+12.1pp | 850.99%-840.2pp | -9.96%+20.7pp |
| Employer contribution / active EE | $13,908 | $2,430+472.3% | $3,631+283.0% | $2,111+558.8% |
| Participant deferral / active EE | $12,117 | $2,935+312.8% | $4,082+196.8% | $3,350+261.7% |
| Admin fee / account holder | $204 | $656-68.9% | $5,479-96.3% | $521-60.8% |