Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $160,573 |
EISNERAMPER LLP9 years Service code 10 · EIN 87-1363769 | Accounting | $45,250 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,710 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,446 | $62,541+444.4% | $129,406+163.1% | $200,096+70.1% |
| Participation rate | 82.1% | 56.8%+25.3pp | 69.6%+12.5pp | 72.0%+10.1pp |
| Annual return | 16.03% | 16.95%-0.9pp | 9468.18%-9452.1pp | 34.26%-18.2pp |
| Employer contribution / active EE | $14,481 | $2,392+505.4% | $4,155+248.5% | $3,038+376.7% |
| Participant deferral / active EE | $12,016 | $3,123+284.8% | $4,167+188.3% | $5,090+136.1% |
| Admin fee / account holder | $111 | $167-33.3% | $7,689-98.6% | $269-58.7% |