Filed April 26, 2016
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,051 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,246 | $78,422-21.9% | $95,952-36.2% | $79,858-23.3% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.5pp |
| Annual return | 12.52% | 19.37%-6.9pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $5,673 | $1,945+191.6% | $2,541+123.2% | $2,471+129.6% |
| Participant deferral / active EE | $1,945 | $3,440-43.5% | $4,167-53.3% | $3,740-48.0% |
| Admin fee / account holder | $148 | $5,622-97.4% | $6,795-97.8% | $5,306-97.2% |