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 | $86,304 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $152,952 | $101,523+50.7% | $141,200+8.3% | $77,775+96.7% |
| Participation rate | 80.6% | 77.4%+3.3pp | 82.5%-1.8pp | 73.2%+7.4pp |
| Annual return | 18.80% | 56.22%-37.4pp | 71.41%-52.6pp | 32.58%-13.8pp |
| Employer contribution / active EE | $7,595 | $3,341+127.3% | $4,736+60.4% | $2,504+203.3% |
| Participant deferral / active EE | $6,778 | $6,434+5.3% | $6,710+1.0% | $3,966+70.9% |
| Admin fee / account holder | $45 | $92-50.6% | $10,265-99.6% | $100-54.8% |