Filed December 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $195 |
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 | $9,527 | $23,224-59.0% | $71,086-86.6% | $55,725-82.9% |
| Participation rate | 87.0% | 37.9%+49.1pp | 54.7%+32.4pp | 70.9%+16.2pp |
| Annual return | -7.85% | -2.87%-5.0pp | 650.59%-658.4pp | 244.93%-252.8pp |
| Employer contribution / active EE | $524 | $436+20.2% | $1,088-51.8% | $2,078-74.8% |
| Participant deferral / active EE | $1,445 | $929+55.5% | $1,874-22.9% | $3,356-56.9% |
| Admin fee / account holder | $18 | $118-84.5% | $3,082-99.4% | $115-84.2% |