Filed April 27, 2015
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,575 |
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 | $122,397 | $95,388+28.3% | $125,401-2.4% | $77,906+57.1% |
| Participation rate | 94.2% | 78.6%+15.6pp | 82.4%+11.8pp | 73.7%+20.5pp |
| Annual return | -9.36% | 116.19%-125.5pp | 572.53%-581.9pp | 12.16%-21.5pp |
| Employer contribution / active EE | $2,488 | $3,666-32.1% | $4,816-48.3% | $2,846-12.6% |
| Participant deferral / active EE | $10,340 | $7,711+34.1% | $7,448+38.8% | $4,805+115.2% |
| Admin fee / account holder | $75 | $119-37.1% | $10,008-99.3% | $133-43.6% |