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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,133 | $44,984+0.3% | $85,009-46.9% | $74,546-39.5% |
| Participation rate | 76.4% | 49.4%+27.0pp | 67.5%+8.9pp | 67.2%+9.2pp |
| Annual return | 14.98% | 26.25%-11.3pp | 66.47%-51.5pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $2,715 | $1,458+86.2% | $2,728-0.5% | $2,624+3.5% |
| Participant deferral / active EE | $5,563 | $2,733+103.5% | $4,522+23.0% | $4,347+28.0% |
| Admin fee / account holder | $226 | $2,208-89.8% | $6,153-96.3% | $1,944-88.4% |