Filed March 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,196 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $126,642 | $88,874+42.5% | $123,553+2.5% | $75,289+68.2% |
| Participation rate | 82.9% | 75.9%+7.0pp | 82.3%+0.6pp | 72.4%+10.4pp |
| Annual return | -4.45% | 4.22%-8.7pp | 119.21%-123.7pp | -0.04%-4.4pp |
| Employer contribution / active EE | $7,597 | $3,256+133.4% | $4,628+64.2% | $2,405+215.9% |
| Participant deferral / active EE | $6,559 | $6,174+6.2% | $6,426+2.1% | $3,739+75.4% |
| Admin fee / account holder | $43 | $95-54.8% | $9,284-99.5% | $102-58.2% |