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 | $26,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,885 | $76,774+1.4% | $112,263-30.6% | $77,9060% |
| Participation rate | 33.1% | 80.2%-47.0pp | 75.1%-41.9pp | 73.7%-40.6pp |
| Annual return | -14.76% | -10.25%-4.5pp | 27.49%-42.3pp | 12.16%-26.9pp |
| Employer contribution / active EE | $1,261 | $3,977-68.3% | $3,636-65.3% | $2,846-55.7% |
| Participant deferral / active EE | $2,359 | $3,778-37.6% | $4,729-50.1% | $4,805-50.9% |
| Admin fee / account holder | $29 | $239-87.9% | $6,410-99.5% | $133-78.2% |