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 | $122,219+45.3% | $147,096+20.7% | $199,921-11.2% |
| Participation rate | 92.8% | 78.3%+14.5pp | 82.2%+10.6pp | 72.0%+20.8pp |
| Annual return | 27.74% | 30.59%-2.9pp | 419.75%-392.0pp | 34.28%-6.5pp |
| Employer contribution / active EE | $4,458 | $4,096+8.8% | $4,936-9.7% | $3,035+46.9% |
| Participant deferral / active EE | $10,134 | $8,503+19.2% | $8,071+25.6% | $5,089+99.2% |
| Admin fee / account holder | $105 | $179-41.3% | $13,005-99.2% | $269-61.0% |