Filed March 8, 2017 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $137,998 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,753 | $95,388+68.5% | $125,401+28.2% | $77,906+106.3% |
| Participation rate | 75.9% | 78.6%-2.7pp | 82.4%-6.5pp | 73.7%+2.2pp |
| Annual return | -12.90% | 116.19%-129.1pp | 572.53%-585.4pp | 12.16%-25.1pp |
| Employer contribution / active EE | $6,506 | $3,666+77.5% | $4,816+35.1% | $2,846+128.6% |
| Participant deferral / active EE | $6,961 | $7,711-9.7% | $7,448-6.5% | $4,805+44.9% |
| Admin fee / account holder | $114 | $119-4.1% | $10,008-98.9% | $133-14.0% |