Filed February 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $36,135 |
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 | $63,507 | $64,176-1.0% | $112,249-43.4% | $66,938-5.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.71% | -13.80%-2.9pp | 27.48%-44.2pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,060 | $3,007-31.5% | $3,636-43.4% | $2,545-19.1% |
| Participant deferral / active EE | $2,889 | $3,694-21.8% | $4,729-38.9% | $4,238-31.8% |
| Admin fee / account holder | $289 | $626-53.8% | $6,412-95.5% | $594-51.3% |