Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,358 |
EISNERAMPER LLP1+ years Filed as: EISNERAMPER Service code 10 · EIN 13-1639826 | Accounting | $30,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 10 · EIN 13-2646110 | Accounting | $21,673 |
MERCER1+ years Service code 49 · EIN 13-2834414 | Other Services | $8,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $211,056 | $38,312+450.9% | $100,671+109.6% | $59,188+256.6% |
| Participation rate | 70.7% | 57.4%+13.3pp | 70.7%0pp | 69.4%+1.3pp |
| Annual return | 1.20% | 2.64%-1.4pp | 20.43%-19.2pp | 5.51%-4.3pp |
| Employer contribution / active EE | $10,272 | $1,183+768.5% | $4,012+156.0% | $2,098+389.6% |
| Participant deferral / active EE | $5,732 | $1,847+210.4% | $3,144+82.3% | $3,265+75.6% |
| Admin fee / account holder | $75 | $68+10.2% | $4,850-98.5% | $92-19.0% |