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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $242,124 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $70,300 |
PORTFOLIO EVALUATIONS, INC.5+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $62,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $175,257 | $82,204+113.2% | $392,568-55.4% | $82,204+113.2% |
| Participation rate | 96.6% | 73.4%+23.2pp | 78.1%+18.6pp | 73.4%+23.2pp |
| Annual return | 25.41% | 26.31%-0.9pp | 24.42%+1.0pp | 26.31%-0.9pp |
| Employer contribution / active EE | $7,969 | $2,707+194.3% | $3,783+110.6% | $2,707+194.3% |
| Participant deferral / active EE | $7,681 | $4,246+80.9% | $5,985+28.3% | $4,246+80.9% |
| Admin fee / account holder | $48 | $76-36.8% | $6,260-99.2% | $76-36.8% |