Filed August 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-3046611 | Other Services | $5,013 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,750 | $53,412-70.5% | $68,509-77.0% | $52,331-69.9% |
| Participation rate | 98.6% | 71.7%+26.9pp | 74.7%+23.9pp | 68.1%+30.5pp |
| Annual return | -2.17% | 3.42%-5.6pp | 8.27%-10.4pp | 4.54%-6.7pp |
| Employer contribution / active EE | $629 | $1,607-60.9% | $2,278-72.4% | $1,882-66.6% |
| Participant deferral / active EE | $1,608 | $2,688-40.2% | $3,382-52.5% | $3,022-46.8% |
| Admin fee / account holder | $57 | $461-87.5% | $5,275-98.9% | $592-90.3% |