Filed October 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $18,500 |
CALLAN LLC1 year Filed as: CALLAN HOLDINGS INC Service code 27 · EIN 82-2748926 | Advisory (Plan) | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,609 |
Service code 29 · EIN 31-4373657 | Legal | $8,826 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,291 | $48,698-29.6% | $93,606-63.4% | $199,593-82.8% |
| Participation rate | 87.9% | 63.5%+24.4pp | 68.7%+19.2pp | 72.0%+16.0pp |
| Annual return | 12.03% | 15.34%-3.3pp | 133.20%-121.2pp | 34.25%-22.2pp |
| Employer contribution / active EE | $788 | $1,135-30.6% | $2,420-67.4% | $3,034-74.0% |
| Participant deferral / active EE | $2,851 | $2,817+1.2% | $4,411-35.4% | $5,087-44.0% |
| Admin fee / account holder | $26 | $195-86.6% | $8,285-99.7% | $269-90.3% |