Filed January 16, 2015
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP6+ years Service code 16 · EIN 71-1036677 | Consulting | $92,290 |
MAYER HOFFMAN MCCANN P.C.4 years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $21,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$251,124 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,743 | $127,481+50.4% | $149,751+28.0% | $90,274+112.4% |
| Participation rate | 97.7% | 78.2%+19.4pp | 82.5%+15.2pp | 73.4%+24.3pp |
| Annual return | 26.30% | 57.78%-31.5pp | 276.71%-250.4pp | 53.97%-27.7pp |
| Employer contribution / active EE | $5,030 | $3,448+45.9% | $4,646+8.3% | $2,523+99.3% |
| Participant deferral / active EE | $16,548 | $6,975+137.2% | $6,843+141.8% | $4,231+291.2% |
| Admin fee / account holder | -$34 | $152-122.5% | $9,312-100.4% | $114-130.0% |