Filed June 17, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,887 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,308 | $23,119-81.4% | $71,086-93.9% | $75,289-94.3% |
| Participation rate | 72.4% | 36.3%+36.1pp | 54.7%+17.8pp | 72.4%0pp |
| Annual return | -0.29% | -3.32%+3.0pp | 650.59%-650.9pp | -0.04%-0.2pp |
| Employer contribution / active EE | $200 | $399-49.9% | $1,088-81.6% | $2,405-91.7% |
| Participant deferral / active EE | $1,132 | $960+17.9% | $1,874-39.6% | $3,739-69.7% |
| Admin fee / account holder | $22 | $89-75.8% | $3,082-99.3% | $102-78.9% |