Filed January 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $155,594 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,056 | $105,247-4.9% | $87,100+14.9% | $77,787+28.6% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 22.28% | 24.52%-2.2pp | 28.19%-5.9pp | 32.57%-10.3pp |
| Employer contribution / active EE | $5,547 | $2,895+91.6% | $2,521+120.0% | $2,504+121.5% |
| Participant deferral / active EE | $7,047 | $5,060+39.3% | $4,049+74.1% | $3,967+77.6% |
| Admin fee / account holder | $113 | $104+7.8% | $7,497-98.5% | $100+12.6% |