Filed February 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 23-2748550 | Other Fees | $0 |
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 | $57,616 | $70,917-18.8% | $98,920-41.8% | $73,497-21.6% |
| Participation rate | 98.0% | 73.8%+24.2pp | 76.0%+22.0pp | 70.7%+27.4pp |
| Annual return | 11.86% | 34.18%-22.3pp | 196.47%-184.6pp | 28.51%-16.7pp |
| Employer contribution / active EE | $551 | $2,037-73.0% | $2,689-79.5% | $2,270-75.7% |
| Participant deferral / active EE | $4,055 | $3,501+15.8% | $4,245-4.5% | $3,740+8.4% |
| Admin fee / account holder | $34 | $535-93.6% | $6,643-99.5% | $513-93.3% |