Filed January 16, 2015
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP1+ years Service code 16 · EIN 71-1036677 | Consulting | $133,550 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ TOFIAS Service code 10 · EIN 22-2769024 | Accounting | $12,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$192,208 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,788 | $86,791-5.8% | $115,038-28.9% | $59,188+38.2% |
| Participation rate | 96.3% | 72.8%+23.4pp | 81.4%+14.9pp | 69.4%+26.8pp |
| Annual return | 3.18% | 4.44%-1.3pp | 26.14%-23.0pp | 5.51%-2.3pp |
| Employer contribution / active EE | $4,162 | $2,950+41.1% | $4,608-9.7% | $2,098+98.4% |
| Participant deferral / active EE | $11,713 | $5,298+121.1% | $6,026+94.4% | $3,265+258.8% |
| Admin fee / account holder | -$17 | $95-117.5% | $8,175-100.2% | $92-118.0% |