Filed February 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN MOYNIHAN Service code 26 · EIN 43-1575390 | Advisory (Participants) | $23,425 |
PISTL SERVICE CORPORATION2 years Service code 14 · EIN 43-1565836 | Plan Administrator | $11,172 |
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 | $37,085 | $37,440-0.9% | $77,081-51.9% | $66,930-44.6% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -13.28% | -3.26%-10.0pp | 42.33%-55.6pp | 1.57%-14.9pp |
| Employer contribution / active EE | $2,770 | $1,534+80.6% | $2,813-1.6% | $2,545+8.8% |
| Participant deferral / active EE | $5,858 | $2,620+123.6% | $4,428+32.3% | $4,238+38.2% |
| Admin fee / account holder | $154 | $568-72.8% | $5,427-97.2% | $593-74.0% |