Filed May 23, 2017
Total covered: 144 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,075 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,748 | $123,286-73.4% | $75,501-56.6% | $77,958-58.0% |
| Participation rate | 70.7% | 78.8%-8.1pp | 72.4%-1.7pp | 71.6%-1.0pp |
| Annual return | 0.00% | 20.45%-20.4pp | 27.35%-27.4pp | 20.87%-20.9pp |
| Employer contribution / active EE | $163 | $2,035-92.0% | $2,352-93.1% | $2,310-92.9% |
| Participant deferral / active EE | $405 | $3,095-86.9% | $3,142-87.1% | $3,537-88.6% |
| Admin fee / account holder | $1 | $144-99.5% | $5,801-100.0% | $97-99.3% |