Filed June 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
CROSKEY LANNI, PC1+ years Filed as: CROSKEY, LANNI, PC Service code 16 · EIN 38-2777985 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,625 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 61 · EIN 93-0987232 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,447 | $57,108+35.6% | $94,229-17.8% | $52,331+48.0% |
| Participation rate | 56.7% | 72.9%-16.2pp | 78.8%-22.0pp | 68.1%-11.4pp |
| Annual return | -0.28% | 1.47%-1.7pp | 10.68%-11.0pp | 4.54%-4.8pp |
| Employer contribution / active EE | $323 | $1,735-81.4% | $3,587-91.0% | $1,882-82.8% |
| Participant deferral / active EE | $2,828 | $3,040-7.0% | $4,320-34.5% | $3,022-6.4% |
| Admin fee / account holder | $64 | $546-88.4% | $6,269-99.0% | $592-89.3% |