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 | $576,236 |
Service code 16 · EIN 81-0635433 | Consulting | $84,833 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $47,763 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $26,583 |
OMNIPRINT3 years Service code 36 · EIN 06-1461554 | Direct payment from the plan; Copying... | $5,464 |
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 | $154,279 | $156,529-1.4% | $93,621+64.8% | $82,204+87.7% |
| Participation rate | 97.4% | 86.5%+10.9pp | 75.8%+21.6pp | 73.4%+24.0pp |
| Annual return | 23.33% | 20.36%+3.0pp | 32.76%-9.4pp | 26.31%-3.0pp |
| Employer contribution / active EE | $3,466 | $4,800-27.8% | $2,719+27.5% | $2,707+28.0% |
| Participant deferral / active EE | $7,029 | $6,674+5.3% | $4,070+72.7% | $4,246+65.6% |
| Admin fee / account holder | $66 | $65+2.3% | $7,890-99.2% | $76-12.4% |