Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,910 | $46,173+64.4% | $170,435-55.5% | $69,631+9.0% |
| Participation rate | 62.8% | 63.9%-1.1pp | 83.6%-20.8pp | 70.7%-7.9pp |
| Annual return | 20.57% | 21.62%-1.0pp | 205.94%-185.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $1 | $1,610-99.9% | $5,432-100.0% | $2,032-99.9% |
| Participant deferral / active EE | $5,776 | $2,080+177.7% | $4,939+16.9% | $3,224+79.2% |
| Admin fee / account holder | $4 | $116-96.5% | $13,881-100.0% | $110-96.3% |