Filed July 23, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,198 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,391 | $54,573-31.5% | $90,970-58.9% | $73,493-49.1% |
| Participation rate | 96.5% | 61.2%+35.3pp | 69.0%+27.5pp | 70.7%+25.8pp |
| Annual return | 10.49% | 16.69%-6.2pp | 134.58%-124.1pp | 28.51%-18.0pp |
| Employer contribution / active EE | $907 | $991-8.5% | $2,122-57.3% | $2,270-60.0% |
| Participant deferral / active EE | $2,265 | $2,517-10.0% | $3,373-32.9% | $3,740-39.4% |
| Admin fee / account holder | $16 | $521-96.9% | $5,960-99.7% | $513-96.9% |