Filed August 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-3046611 | Other Services | $3,699 |
Filed as: UNIVERSAL RETIREMENT SOLUTIONS Service code 14 · EIN 45-0514557 | Plan Administrator | $2,991 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $0 |
Participant contribution per participant 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 | $14,761 | $74,024-80.1% | $78,002-81.1% | $57,658-74.4% |
| Participation rate | 94.4% | 79.7%+14.7pp | 75.5%+18.9pp | 70.2%+24.2pp |
| Annual return | 7.54% | 12.14%-4.6pp | 425.99%-418.5pp | 5.13%+2.4pp |
| Employer contribution / active EE | $758 | $2,365-68.0% | $2,470-69.3% | $1,974-61.6% |
| Participant deferral / active EE | $1,507 | $3,533-57.3% | $3,497-56.9% | $3,061-50.8% |
| Admin fee / account holder | $21 | $93-77.0% | $5,481-99.6% | $95-77.3% |