Filed November 30, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$90,723 |
Form 5500 reported that benefits due were not provided when due.
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 | $142,833 | $177,276-19.4% | $115,752+23.4% | $177,276-19.4% |
| Participation rate | 96.4% | 74.8%+21.5pp | 77.8%+18.6pp | 74.8%+21.5pp |
| Annual return | 18.76% | 21.25%-2.5pp | 19.41%-0.6pp | 21.25%-2.5pp |
| Employer contribution / active EE | $6,676 | $2,479+169.3% | $3,492+91.2% | $2,479+169.3% |
| Participant deferral / active EE | $6,696 | $3,881+72.5% | $5,204+28.7% | $3,881+72.5% |
| Admin fee / account holder | -$5 | $154-103.2% | $6,278-100.1% | $154-103.2% |