Filed January 18, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS FUNDING SERVICES GROUP3+ years Service code 27 · EIN 20-8532658 | Advisory (Plan) | $36,800 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $25,918 |
HOLTHOUSE CARLIN & VAN TRIGT LLP3+ years Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 10 · EIN 95-4345526 | Accounting | $12,860 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $1,550 |
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 | $69,035 | $46,182+49.5% | $170,435-59.5% | $69,634-0.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.94% | 21.40%-3.5pp | 205.94%-188.0pp | 27572.26%-27554.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,305 | $2,081+347.2% | $4,939+88.4% | $3,224+188.6% |
| Admin fee / account holder | $86 | $116-25.7% | $13,881-99.4% | $110-22.0% |