Filed March 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,757 | $55,453-62.6% | $170,435-87.8% | $62,293-66.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.22% | 21.38%-14.2pp | 205.94%-198.7pp | 28.90%-21.7pp |
| Employer contribution / active EE | $2,134 | $2,164-1.4% | $5,432-60.7% | $2,042+4.5% |
| Participant deferral / active EE | $1,429 | $2,303-38.0% | $4,939-71.1% | $3,169-54.9% |
| Admin fee / account holder | $22 | $455-95.1% | $13,881-99.8% | $479-95.4% |