Filed April 27, 2015
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,534 |
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 | $137,261 | $120,450+14.0% | $159,495-13.9% | $93,010+47.6% |
| Participation rate | 91.7% | 78.0%+13.7pp | 82.8%+8.9pp | 73.9%+17.8pp |
| Annual return | 28.03% | 27.11%+0.9pp | 263.72%-235.7pp | 158.70%-130.7pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,831-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $8,777 | $7,283+20.5% | $7,354+19.4% | $4,561+92.4% |
| Admin fee / account holder | $25 | $137-81.8% | $10,804-99.8% | $152-83.6% |