Filed August 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL, INC.2 years Filed as: FORUSALL Service code 99 · EIN 46-1803145 | Other Fees | $16,773 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ASSURAN Service code 10 · EIN 30-0840934 | Accounting | $7,850 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,150 |
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).
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 | $23,235 | $85,135-72.7% | $98,916-76.5% | $73,412-68.4% |
| Participation rate | 88.1% | 81.1%+7.0pp | 76.0%+12.1pp | 72.2%+15.9pp |
| Annual return | 13.80% | 19.14%-5.3pp | 196.45%-182.7pp | 59.30%-45.5pp |
| Employer contribution / active EE | $1,035 | $2,721-62.0% | $2,689-61.5% | $2,234-53.7% |
| Participant deferral / active EE | $2,505 | $4,349-42.4% | $4,245-41.0% | $3,806-34.2% |
| Admin fee / account holder | $19 | $139-86.3% | $6,642-99.7% | $158-87.9% |