Filed September 1, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 111 CONGRESSIONAL BLVD, ST. 100 · CARMEL, IN 46032 | Advisory (Plan) | $13,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,583 |
Form 5500 reported that benefits due were not provided when due.
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 | $33,075 | $56,443-41.4% | $83,831-60.5% | $55,725-40.6% |
| Participation rate | 89.4% | 72.0%+17.3pp | 76.1%+13.2pp | 70.9%+18.5pp |
| Annual return | -4.28% | 393.67%-397.9pp | 850.99%-855.3pp | 244.93%-249.2pp |
| Employer contribution / active EE | $917 | $2,682-65.8% | $3,631-74.8% | $2,078-55.9% |
| Participant deferral / active EE | $6,110 | $2,965+106.1% | $4,082+49.7% | $3,356+82.1% |
| Admin fee / account holder | $77 | $156-50.7% | $5,479-98.6% | $115-33.2% |