Filed February 10, 2016 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-2638166 | Recordkeeping | $283,098 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,451 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $411,587 | $55,449+642.3% | $83,830+391.0% | $56,287+631.2% |
| Participation rate | 97.2% | 68.0%+29.2pp | 76.1%+21.1pp | 69.9%+27.4pp |
| Annual return | 37.00% | -1.38%+38.4pp | 850.97%-814.0pp | -9.96%+47.0pp |
| Employer contribution / active EE | $14,499 | $2,430+496.6% | $3,631+299.3% | $2,111+586.8% |
| Participant deferral / active EE | $8,583 | $2,935+192.4% | $4,082+110.3% | $3,350+156.2% |
| Admin fee / account holder | $1,365 | $656+108.1% | $5,479-75.1% | $521+162.0% |