Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2467786 | Recordkeeping | $588,699 |
Service code 16 · EIN 81-0635433 | Consulting | $61,500 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $53,625 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $40,459 |
OMNIPRINT2 years Service code 36 · EIN 06-1461554 | Direct payment from the plan; Copying... | $20,903 |
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 | $130,824 | $106,649+22.7% | $80,022+63.5% | $68,904+89.9% |
| Participation rate | 96.5% | 88.1%+8.3pp | 75.8%+20.6pp | 74.1%+22.4pp |
| Annual return | -2.09% | -0.87%-1.2pp | 11.22%-13.3pp | 1.07%-3.2pp |
| Employer contribution / active EE | $3,212 | $4,132-22.3% | $2,468+30.1% | $2,540+26.4% |
| Participant deferral / active EE | $6,643 | $6,395+3.9% | $3,686+80.2% | $4,015+65.4% |
| Admin fee / account holder | $63 | $58+8.7% | $6,521-99.0% | $71-11.5% |