Filed October 23, 2017 (most recent of 5 filings on file)
Total covered: 92 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $19,228 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,217 | $66,650+39.9% | $92,915+0.3% | $67,582+37.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 21.38% | 92.64%-71.3pp | 109.45%-88.1pp | 378.57%-357.2pp |
| Employer contribution / active EE | $4,153 | $2,777+49.6% | $3,653+13.7% | $2,148+93.4% |
| Participant deferral / active EE | $7,797 | $3,160+146.8% | $4,238+84.0% | $3,539+120.3% |
| Admin fee / account holder | $29 | $199-85.6% | $5,796-99.5% | $142-79.9% |