Filed September 1, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,675 |
Service code 27 111 CONGRESSIONAL BLVD, ST. 100 · CARMEL, IN 46032 | Advisory (Plan) | $25,997 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,356 | $91,517-48.3% | $101,275-53.2% | $73,412-35.5% |
| Participation rate | 91.7% | 73.8%+18.0pp | 75.8%+15.9pp | 72.2%+19.6pp |
| Annual return | 19.98% | 17.17%+2.8pp | 46.48%-26.5pp | 59.30%-39.3pp |
| Employer contribution / active EE | $2,102 | $2,877-26.9% | $3,660-42.6% | $2,234-5.9% |
| Participant deferral / active EE | $7,067 | $3,338+111.7% | $4,371+61.7% | $3,806+85.7% |
| Admin fee / account holder | $145 | $216-32.7% | $5,948-97.6% | $158-7.9% |