Filed February 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $384,704 |
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 | $27,582 | $46,516-40.7% | $147,618-81.3% | $69,651-60.4% |
| Participation rate | 73.1% | 65.8%+7.3pp | 84.6%-11.5pp | 66.6%+6.5pp |
| Annual return | 1.68% | 9.48%-7.8pp | 61.98%-60.3pp | 53.77%-52.1pp |
| Employer contribution / active EE | $1,341 | $1,393-3.8% | $5,564-75.9% | $2,241-40.2% |
| Participant deferral / active EE | $2,804 | $2,719+3.1% | $4,895-42.7% | $3,635-22.9% |
| Admin fee / account holder | $40 | $45-11.3% | $11,612-99.7% | $63-37.2% |