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 | $722,629 |
Service code 16 · EIN 81-0635433 | Consulting | $61,500 |
COHNREZNICK LLP3 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $38,556 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $35,443 |
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 | $152,789 | $185,545-17.7% | $90,767+68.3% | $89,433+70.8% |
| Participation rate | 97.3% | 85.0%+12.3pp | 75.7%+21.6pp | 71.3%+26.1pp |
| Annual return | -13.06% | -13.56%+0.5pp | -12.16%-0.9pp | -11.88%-1.2pp |
| Employer contribution / active EE | $3,785 | $7,210-47.5% | $2,922+29.5% | $3,021+25.3% |
| Participant deferral / active EE | $7,872 | $9,550-17.6% | $4,565+72.4% | $5,125+53.6% |
| Admin fee / account holder | $54 | $100-46.1% | $8,445-99.4% | $79-32.0% |