Filed April 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $57,392 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,692 | $83,090-30.6% | $130,062-55.6% | $71,529-19.3% |
| Participation rate | 97.6% | 74.1%+23.4pp | 78.5%+19.1pp | 67.9%+29.6pp |
| Annual return | 19.87% | 20.61%-0.7pp | -137.37%+157.2pp | 28.97%-9.1pp |
| Employer contribution / active EE | $2,833 | $2,624+8.0% | $4,322-34.5% | $2,590+9.4% |
| Participant deferral / active EE | $4,708 | $4,436+6.1% | $5,821-19.1% | $4,291+9.7% |
| Admin fee / account holder | $221 | $1,727-87.2% | $10,601-97.9% | $1,588-86.1% |