Filed December 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,366 |
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 | $11,004 | $25,302-56.5% | $74,719-85.3% | $67,579-83.7% |
| Participation rate | 87.5% | 37.8%+49.7pp | 54.5%+33.0pp | 71.3%+16.2pp |
| Annual return | 24.77% | 10291.17%-10266.4pp | 753.05%-728.3pp | 378.56%-353.8pp |
| Employer contribution / active EE | $555 | $446+24.3% | $1,084-48.8% | $2,148-74.2% |
| Participant deferral / active EE | $1,657 | $954+73.7% | $1,963-15.6% | $3,539-53.2% |
| Admin fee / account holder | $18 | $108-83.6% | $3,334-99.5% | $142-87.6% |