Filed April 24, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,769 |
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 | $111,558 | $131,734-15.3% | $93,786+18.9% | $64,824+72.1% |
| Participation rate | 98.0% | 85.5%+12.5pp | 81.0%+17.0pp | 71.5%+26.5pp |
| Annual return | -16.17% | -14.04%-2.1pp | -11.32%-4.8pp | 32.84%-49.0pp |
| Employer contribution / active EE | $3,377 | $5,643-40.1% | $4,328-22.0% | $2,507+34.7% |
| Participant deferral / active EE | $8,053 | $8,135-1.0% | $6,100+32.0% | $4,311+86.8% |
| Admin fee / account holder | $195 | $141+38.2% | $7,184-97.3% | $188+4.0% |