Filed October 29, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FEDERMAN LALLY & REMIS, LLC1+ years Filed as: FEDERMAN, LALLY & REMIS LLC Service code 10 · EIN 06-1326802 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,725 |
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 | $40,374 | $53,412-24.4% | $68,509-41.1% | $52,331-22.8% |
| Participation rate | 92.7% | 71.7%+21.1pp | 74.7%+18.0pp | 68.1%+24.6pp |
| Annual return | -0.54% | 3.42%-4.0pp | 8.27%-8.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,910 | $1,607+18.8% | $2,278-16.2% | $1,882+1.5% |
| Participant deferral / active EE | $5,233 | $2,688+94.7% | $3,382+54.7% | $3,022+73.2% |
| Admin fee / account holder | $66 | $461-85.7% | $5,275-98.7% | $592-88.8% |