Filed April 19, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $68,541 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,442 | $88,137-21.2% | $164,975-57.9% | $74,429-6.7% |
| Participation rate | 96.5% | 73.1%+23.4pp | 78.6%+17.9pp | 67.2%+29.3pp |
| Annual return | 14.34% | 17.13%-2.8pp | 70.12%-55.8pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $3,003 | $2,597+15.6% | $4,343-30.9% | $2,625+14.4% |
| Participant deferral / active EE | $5,289 | $4,501+17.5% | $6,033-12.3% | $4,348+21.6% |
| Admin fee / account holder | $280 | $2,231-87.5% | $12,688-97.8% | $1,944-85.6% |