Filed April 27, 2015
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $161,321 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,577 | $122,128+45.4% | $147,117+20.7% | $200,096-11.3% |
| Participation rate | 92.8% | 78.2%+14.6pp | 82.2%+10.6pp | 72.0%+20.7pp |
| Annual return | 27.74% | 30.58%-2.8pp | 420.54%-392.8pp | 34.26%-6.5pp |
| Employer contribution / active EE | $4,458 | $4,093+8.9% | $4,932-9.6% | $3,038+46.8% |
| Participant deferral / active EE | $10,134 | $8,484+19.5% | $8,065+25.7% | $5,090+99.1% |
| Admin fee / account holder | $105 | $180-41.5% | $12,993-99.2% | $269-61.0% |