Filed December 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,231 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,965 | $56,443-45.1% | $83,848-63.1% | $55,725-44.4% |
| Participation rate | 99.3% | 72.0%+27.2pp | 76.1%+23.1pp | 70.9%+28.4pp |
| Annual return | -4.56% | 393.67%-398.2pp | 850.88%-855.4pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,101 | $2,682-21.7% | $3,631-42.1% | $2,078+1.1% |
| Participant deferral / active EE | $4,276 | $2,965+44.2% | $4,082+4.8% | $3,356+27.4% |
| Admin fee / account holder | $121 | $156-22.5% | $5,478-97.8% | $115+5.2% |