Filed October 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 52-2136664 300 E. JOPPA RD · TOWSON, MD 21286 | Recordkeeping | $16,025 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,655 | $79,523-60.2% | $140,019-77.4% | $56,287-43.8% |
| Participation rate | 87.6% | 85.7%+1.9pp | 87.5%+0.1pp | 69.9%+17.7pp |
| Annual return | 52.79% | 2.39%+50.4pp | 651.15%-598.4pp | -9.96%+62.8pp |
| Employer contribution / active EE | $1,621 | $3,350-51.6% | $5,605-71.1% | $2,111-23.2% |
| Participant deferral / active EE | $4,717 | $5,129-8.0% | $6,927-31.9% | $3,350+40.8% |
| Admin fee / account holder | $88 | $614-85.7% | $10,705-99.2% | $521-83.2% |