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 | $27,194 |
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 | $12,321 | $46,173-73.3% | $170,435-92.8% | $69,631-82.3% |
| Participation rate | 50.2% | 63.9%-13.7pp | 83.6%-33.4pp | 70.7%-20.5pp |
| Annual return | 19.51% | 21.62%-2.1pp | 205.94%-186.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $165 | $1,610-89.8% | $5,432-97.0% | $2,032-91.9% |
| Participant deferral / active EE | $907 | $2,080-56.4% | $4,939-81.6% | $3,224-71.9% |
| Admin fee / account holder | $46 | $116-60.2% | $13,881-99.7% | $110-58.2% |