Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Distributi... | $31,131 |
CERINI & ASSOCIATES LLP5 years Filed as: CERINI & ASSOCIATES, LLP Service code 10 · EIN 11-3066459 | Accounting | $5,900 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,165 | $46,332-43.5% | $143,799-81.8% | $64,819-59.6% |
| Participation rate | 25.2% | 64.2%-39.1pp | 80.3%-55.1pp | 71.5%-46.3pp |
| Annual return | -10.25% | -10.05%-0.2pp | -0.04%-10.2pp | 32.84%-43.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,065 | $2,647-59.8% | $5,638-81.1% | $4,311-75.3% |
| Admin fee / account holder | $140 | $154-8.7% | $14,677-99.0% | $188-25.2% |