Filed June 28, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NISIVOCCIA AND CO LLP1 year Filed as: NISIVOCCIA, LLP Service code 10 · EIN 22-1914888 | Accounting | $15,000 |
INTAC ACTUARIAL SERVICES1 year Service code 13 · EIN 22-2446239 | Contract Administrator | $14,198 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,040 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,048 | $55,453-72.9% | $170,435-91.2% | $62,293-75.8% |
| Participation rate | 63.2% | 66.4%-3.2pp | 83.6%-20.4pp | 69.5%-6.4pp |
| Annual return | 11.01% | 21.38%-10.4pp | 205.94%-194.9pp | 28.90%-17.9pp |
| Employer contribution / active EE | $1,521 | $2,164-29.7% | $5,432-72.0% | $2,042-25.5% |
| Participant deferral / active EE | $922 | $2,303-59.9% | $4,939-81.3% | $3,169-70.9% |
| Admin fee / account holder | $244 | $455-46.5% | $13,881-98.2% | $479-49.2% |