Filed April 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $56,440 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,455 | $86,692-43.0% | $119,634-58.7% | $66,949-26.1% |
| Participation rate | 96.0% | 75.6%+20.4pp | 79.3%+16.7pp | 69.8%+26.2pp |
| Annual return | -16.09% | -8.00%-8.1pp | -14.98%-1.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $2,619 | $2,536+3.3% | $4,232-38.1% | $2,545+2.9% |
| Participant deferral / active EE | $3,767 | $4,360-13.6% | $5,601-32.7% | $4,239-11.1% |
| Admin fee / account holder | $234 | $755-69.0% | $10,329-97.7% | $594-60.5% |