Filed December 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,710,883 |
Filed as: DEMEO SCHNEIDER & ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $64,750 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $24,490 |
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).
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 | $11,354 | $36,321-68.7% | $89,441-87.3% | $106,273-89.3% |
| Participation rate | 70.9% | 29.8%+41.1pp | 68.0%+2.9pp | 70.8%+0.1pp |
| Annual return | 19.08% | 24.00%-4.9pp | 245.62%-226.5pp | 21.70%-2.6pp |
| Employer contribution / active EE | $59 | $507-88.3% | $2,588-97.7% | $2,722-97.8% |
| Participant deferral / active EE | $1,972 | $1,286+53.3% | $3,891-49.3% | $4,601-57.1% |
| Admin fee / account holder | $65 | $78-16.7% | $4,885-98.7% | $78-17.2% |