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 | $663,672 |
Service code 16 · EIN 81-0635433 | Consulting | $76,125 |
Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $65,125 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $51,108 |
COHNREZNICK LLP2 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $41,220 |
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 | $186,734 | $239,209-21.9% | $106,554+75.2% | $106,520+75.3% |
| Participation rate | 97.6% | 89.6%+8.0pp | 76.1%+21.4pp | 71.3%+26.2pp |
| Annual return | 16.13% | 17.49%-1.4pp | 26.80%-10.7pp | 19.28%-3.2pp |
| Employer contribution / active EE | $3,663 | $6,641-44.8% | $2,819+29.9% | $2,840+29.0% |
| Participant deferral / active EE | $7,689 | $9,673-20.5% | $4,398+74.8% | $4,948+55.4% |
| Admin fee / account holder | $59 | $95-37.7% | $7,408-99.2% | $75-20.5% |