Filed October 15, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $59,690 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,790 | $69,823+5.7% | $77,163-4.4% | $74,419-0.8% |
| Participation rate | 98.6% | 70.0%+28.6pp | 69.6%+29.1pp | 70.7%+27.9pp |
| Annual return | 17.48% | 19.98%-2.5pp | 37.87%-20.4pp | 34.38%-16.9pp |
| Employer contribution / active EE | $559 | $2,150-74.0% | $2,535-78.0% | $2,637-78.8% |
| Participant deferral / active EE | $4,504 | $3,558+26.6% | $3,833+17.5% | $4,528-0.5% |
| Admin fee / account holder | $53 | $398-86.7% | $5,472-99.0% | $348-84.7% |