Filed February 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN MOYNIHAN Service code 26 · EIN 43-1575390 | Advisory (Participants) | $30,496 |
PISTL SERVICE CORPORATION4 years Service code 14 · EIN 43-1565836 | Plan Administrator | $23,647 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,133 | $44,960+0.4% | $84,966-46.9% | $74,495-39.4% |
| Participation rate | 76.4% | 49.4%+27.1pp | 67.5%+8.9pp | 67.2%+9.2pp |
| Annual return | 14.98% | 26.24%-11.3pp | 66.38%-51.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,715 | $1,457+86.3% | $2,727-0.4% | $2,623+3.5% |
| Participant deferral / active EE | $5,563 | $2,731+103.7% | $4,519+23.1% | $4,346+28.0% |
| Admin fee / account holder | $226 | $2,209-89.8% | $6,149-96.3% | $1,942-88.4% |