Filed January 18, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 20-8532658 | Consulting | $43,206 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $29,999 |
HOLTHOUSE CARLIN & VAN TRIGT LLP5+ years Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 10 · EIN 95-4345526 | Accounting | $15,068 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $1,620 |
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 | $67,350 | $62,941+7.0% | $172,757-61.0% | $67,584-0.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 22.52% | 30.36%-7.8pp | 803.06%-780.5pp | 378.59%-356.1pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,678 | $2,145+351.1% | $5,198+86.2% | $3,540+173.4% |
| Admin fee / account holder | $74 | $167-55.9% | $13,956-99.5% | $142-48.3% |