Filed April 27, 2015
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $158,525 |
DAVID EVANS ENTERPRISES1 year Service code 10 · EIN 20-5545517 | Accounting | $6,028 |
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 | $143,388 | $107,415+33.5% | $135,998+5.4% | $80,187+78.8% |
| Participation rate | 94.5% | 78.0%+16.5pp | 81.9%+12.6pp | 72.9%+21.6pp |
| Annual return | 20.18% | 91.99%-71.8pp | 68.37%-48.2pp | 40.40%-20.2pp |
| Employer contribution / active EE | $2,691 | $3,878-30.6% | $4,860-44.6% | $2,980-9.7% |
| Participant deferral / active EE | $10,833 | $8,189+32.3% | $7,761+39.6% | $5,016+116.0% |
| Admin fee / account holder | $105 | $127-17.1% | $10,769-99.0% | $145-27.3% |