Filed December 13, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PANASONIC CORP OF NA Service code 14 · EIN 36-2786846 | Plan Administrator | $228,427 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $45,160 |
COHNREZNICK LLP2 years Service code 16 · EIN 22-1478099 | Consulting | $22,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$273,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,877 | $69,744+60.4% | $110,243+1.5% | $68,904+62.4% |
| Participation rate | 68.8% | 83.4%-14.6pp | 79.8%-11.0pp | 74.1%-5.3pp |
| Annual return | -3.77% | -2.58%-1.2pp | 314.76%-318.5pp | 1.07%-4.8pp |
| Employer contribution / active EE | $2,658 | $2,204+20.6% | $3,827-30.6% | $2,540+4.6% |
| Participant deferral / active EE | $6,841 | $4,131+65.6% | $4,672+46.4% | $4,015+70.4% |
| Admin fee / account holder | $2 | $67-96.4% | $8,548-100.0% | $71-96.6% |