Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $206,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,101 | $78,044-10.2% | $159,991-56.2% | $78,044-10.2% |
| Participation rate | 50.8% | 74.4%-23.6pp | 78.0%-27.1pp | 74.4%-23.6pp |
| Annual return | -15.99% | 10.87%-26.9pp | 408.82%-424.8pp | 10.87%-26.9pp |
| Employer contribution / active EE | $1,318 | $3,125-57.8% | $4,225-68.8% | $3,125-57.8% |
| Participant deferral / active EE | $3,101 | $5,084-39.0% | $6,183-49.8% | $5,084-39.0% |
| Admin fee / account holder | $51 | $79-35.4% | $8,715-99.4% | $79-35.4% |