Filed November 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,584 | $36,916-79.5% | $156,551-95.2% | $57,658-86.8% |
| Participation rate | 53.1% | 63.4%-10.4pp | 84.0%-30.9pp | 70.2%-17.2pp |
| Annual return | 8.71% | 12.38%-3.7pp | 32.23%-23.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $184 | $1,571-88.3% | $5,501-96.7% | $1,974-90.7% |
| Participant deferral / active EE | $919 | $1,926-52.3% | $4,871-81.1% | $3,061-70.0% |
| Admin fee / account holder | $25 | $82-70.0% | $13,028-99.8% | $95-73.9% |