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 | $551,852 |
Service code 16 · EIN 81-0635433 | Consulting | $61,500 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $39,730 |
GROOM LAW GROUP3 years Service code 29 · EIN 52-1219029 | Legal | $18,200 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 16 · EIN 34-1820650 | Consulting | $6,908 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $172,619 | $225,491-23.4% | $98,462+75.3% | $96,393+79.1% |
| Participation rate | 97.5% | 87.3%+10.1pp | 75.2%+22.3pp | 71.3%+26.2pp |
| Annual return | 19.42% | 19.53%-0.1pp | 21.20%-1.8pp | 22.88%-3.5pp |
| Employer contribution / active EE | $3,958 | $8,386-52.8% | $3,049+29.8% | $3,239+22.2% |
| Participant deferral / active EE | $8,145 | $10,872-25.1% | $4,738+71.9% | $5,455+49.3% |
| Admin fee / account holder | $42 | $87-51.7% | $8,875-99.5% | $74-43.2% |