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 | $417,055 |
SEI INVESTMENTS5 years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $56,250 |
MALONEY & NOVOTNY LLC5 years Filed as: MALONEY NOVOTNY Service code 10 · EIN 34-0677006 | Accounting | $23,600 |
RR DONNELLEY4 years Service code 49 · EIN 36-1004130 | Other Services | $11,541 |
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 | $132,886 | $89,497+48.5% | $69,888+90.1% | $78,104+70.1% |
| Participation rate | 94.1% | 79.9%+14.2pp | 70.5%+23.6pp | 74.5%+19.6pp |
| Annual return | -13.38% | -12.39%-1.0pp | 190.87%-204.3pp | 10.90%-24.3pp |
| Employer contribution / active EE | $5,646 | $3,152+79.1% | $2,560+120.5% | $3,128+80.5% |
| Participant deferral / active EE | $7,175 | $4,564+57.2% | $3,849+86.4% | $5,089+41.0% |
| Admin fee / account holder | $56 | $78-28.0% | $6,267-99.1% | $79-29.1% |