Filed April 27, 2015
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,507 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,757 | $127,481-10.8% | $149,696-24.0% | $90,288+26.0% |
| Participation rate | 93.0% | 78.2%+14.8pp | 82.5%+10.5pp | 73.4%+19.6pp |
| Annual return | 26.64% | 57.78%-31.1pp | 276.60%-250.0pp | 53.97%-27.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $8,259 | $6,975+18.4% | $6,842+20.7% | $4,232+95.1% |
| Admin fee / account holder | $33 | $152-78.0% | $9,309-99.6% | $114-70.8% |