Filed September 29, 2020 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2 years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $33,750 |
MALONEY & NOVOTNY LLC2 years Filed as: MALONEY NOVOTNY Service code 10 · EIN 34-0677006 | Accounting | $22,500 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,500 |
BKD, LLP1 year Filed as: BKD WEALTH ADVISORS LLC Service code 14 · EIN 43-1815436 | Plan Administrator | $13,175 |
RR DONNELLEY1 year Service code 38 · EIN 36-1004130 | Participant Communication | $8,935 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$258,011 |
Form 5500 reported that benefits due were not provided when due.
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 | $126,461 | $92,153+37.2% | $76,667+64.9% | $82,204+53.8% |
| Participation rate | 97.3% | 79.4%+17.9pp | 72.1%+25.2pp | 73.4%+24.0pp |
| Annual return | 29.70% | 21.12%+8.6pp | 1166.74%-1137.0pp | 26.31%+3.4pp |
| Employer contribution / active EE | $4,910 | $3,043+61.4% | $2,303+113.2% | $2,707+81.4% |
| Participant deferral / active EE | $6,574 | $4,304+52.8% | $3,336+97.1% | $4,246+54.8% |
| Admin fee / account holder | $19 | $70-72.8% | $6,423-99.7% | $76-74.7% |