Filed April 19, 2016
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| 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 | $88,186-21.3% | $165,071-57.9% | $74,459-6.7% |
| Participation rate | 96.5% | 73.1%+23.4pp | 78.6%+17.9pp | 67.2%+29.3pp |
| Annual return | 14.34% | 17.13%-2.8pp | 70.17%-55.8pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $3,003 | $2,600+15.5% | $4,347-30.9% | $2,626+14.4% |
| Participant deferral / active EE | $5,289 | $4,505+17.4% | $6,035-12.4% | $4,350+21.6% |
| Admin fee / account holder | $280 | $2,234-87.5% | $12,695-97.8% | $1,945-85.6% |