Filed September 29, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $376,524 |
SEI INVESTMENTS4 years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $45,000 |
MALONEY & NOVOTNY LLC4 years Filed as: MALONEY NOVOTNY Service code 10 · EIN 34-0677006 | Accounting | $22,500 |
RR DONNELLEY3 years Service code 38 · EIN 36-1004130 | Participant Communication | $5,601 |
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 | $163,549 | $111,651+46.5% | $86,645+88.8% | $101,555+61.0% |
| Participation rate | 96.7% | 83.2%+13.5pp | 71.7%+25.1pp | 74.5%+22.2pp |
| Annual return | 14.58% | 19.55%-5.0pp | 63.52%-48.9pp | 21.00%-6.4pp |
| Employer contribution / active EE | $6,062 | $3,410+77.8% | $2,496+142.9% | $2,972+104.0% |
| Participant deferral / active EE | $7,567 | $4,831+56.6% | $3,700+104.5% | $4,874+55.3% |
| Admin fee / account holder | $49 | $79-38.6% | $5,830-99.2% | $139-65.1% |