Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $490 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $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 | $133,379 | $79,169+68.5% | $100,415+32.8% | $74,478+79.1% |
| Participation rate | 91.8% | 79.4%+12.4pp | 81.5%+10.2pp | 67.2%+24.5pp |
| Annual return | 17.47% | 20.51%-3.0pp | 49.47%-32.0pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $6,978 | $3,017+131.3% | $3,943+77.0% | $2,626+165.7% |
| Participant deferral / active EE | $16,578 | $7,751+113.9% | $8,091+104.9% | $4,350+281.1% |
| Admin fee / account holder | $2 | $1,337-99.9% | $7,906-100.0% | $1,946-99.9% |