Filed February 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,186 | $54,320-16.8% | $67,652-33.2% | $52,331-13.7% |
| Participation rate | 64.1% | 73.6%-9.5pp | 75.7%-11.6pp | 68.1%-4.0pp |
| Annual return | -0.26% | 6.81%-7.1pp | 6625.40%-6625.7pp | 4.54%-4.8pp |
| Employer contribution / active EE | $684 | $1,544-55.7% | $2,266-69.8% | $1,882-63.6% |
| Participant deferral / active EE | $1,837 | $2,950-37.7% | $3,560-48.4% | $3,022-39.2% |
| Admin fee / account holder | $177 | $527-66.4% | $4,821-96.3% | $592-70.1% |