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 | $79,045+68.7% | $100,378+32.9% | $74,429+79.2% |
| Participation rate | 91.8% | 79.4%+12.3pp | 81.5%+10.3pp | 67.2%+24.5pp |
| Annual return | 17.47% | 20.61%-3.1pp | 49.41%-31.9pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $6,978 | $3,015+131.4% | $3,942+77.0% | $2,625+165.8% |
| Participant deferral / active EE | $16,578 | $7,751+113.9% | $8,087+105.0% | $4,348+281.3% |
| Admin fee / account holder | $2 | $1,335-99.9% | $7,899-100.0% | $1,944-99.9% |