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 | $570,187 |
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $118,564 |
Service code 16 · EIN 81-0635433 | Consulting | $61,500 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $35,700 |
OMNIPRINT4 years Service code 36 · EIN 06-1461554 | Direct payment from the plan; Copying... | $5,174 |
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 | $190,843 | $430,560-55.7% | $98,920+92.9% | $106,273+79.6% |
| Participation rate | 82.3% | 86.2%-3.9pp | 76.0%+6.2pp | 70.8%+11.5pp |
| Annual return | 35.03% | 17.89%+17.1pp | 196.47%-161.4pp | 21.70%+13.3pp |
| Employer contribution / active EE | $2,748 | $6,804-59.6% | $2,689+2.2% | $2,722+1.0% |
| Participant deferral / active EE | $5,711 | $9,623-40.7% | $4,245+34.5% | $4,601+24.1% |
| Admin fee / account holder | $62 | $220-71.9% | $6,643-99.1% | $78-20.9% |