Filed March 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $98,240 |
401K ADVISORS INC2+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,250 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,250 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,222 | $74,024-47.0% | $78,002-49.7% | $57,658-32.0% |
| Participation rate | 78.8% | 79.7%-1.0pp | 75.5%+3.2pp | 70.2%+8.5pp |
| Annual return | 7.45% | 12.14%-4.7pp | 425.99%-418.5pp | 5.13%+2.3pp |
| Employer contribution / active EE | $431 | $2,365-81.8% | $2,470-82.6% | $1,974-78.2% |
| Participant deferral / active EE | $1,788 | $3,533-49.4% | $3,497-48.9% | $3,061-41.6% |
| Admin fee / account holder | $207 | $93+121.8% | $5,481-96.2% | $95+118.7% |