Filed January 16, 2015
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP4+ years Service code 16 · EIN 71-1036677 | Consulting | $128,267 |
Filed as: CBIZ Service code 16 · EIN 22-2769024 | Consulting | $21,531 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$309,727 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,587 | $88,874+27.8% | $123,553-8.1% | $75,289+50.9% |
| Participation rate | 97.2% | 75.9%+21.3pp | 82.3%+14.9pp | 72.4%+24.7pp |
| Annual return | -5.76% | 4.22%-10.0pp | 119.21%-125.0pp | -0.04%-5.7pp |
| Employer contribution / active EE | $5,016 | $3,256+54.1% | $4,628+8.4% | $2,405+108.6% |
| Participant deferral / active EE | $14,870 | $6,174+140.9% | $6,426+131.4% | $3,739+297.7% |
| Admin fee / account holder | -$42 | $95-144.2% | $9,284-100.5% | $102-140.8% |