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 | $52,236 |
Service code 27 111 CONGRESSIONAL BLVD, ST. 100 · CARMEL, IN 46032 | Advisory (Plan) | $25,985 |
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 | $52,288 | $78,275-33.2% | $109,173-52.1% | $86,821-39.8% |
| Participation rate | 95.0% | 73.8%+21.2pp | 75.9%+19.1pp | 72.3%+22.7pp |
| Annual return | 16.68% | 19.14%-2.5pp | 25.75%-9.1pp | 97.94%-81.3pp |
| Employer contribution / active EE | $2,074 | $3,105-33.2% | $3,723-44.3% | $2,406-13.8% |
| Participant deferral / active EE | $7,595 | $3,641+108.6% | $4,654+63.2% | $4,132+83.8% |
| Admin fee / account holder | $157 | $198-21.0% | $6,755-97.7% | $170-7.6% |