Filed June 28, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 39-0394950 | Bank Trustee | $66,516 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,961 | $66,601-56.5% | $92,893-68.8% | $67,579-57.1% |
| Participation rate | 97.6% | 72.5%+25.1pp | 76.0%+21.6pp | 71.3%+26.4pp |
| Annual return | 28.08% | 92.58%-64.5pp | 109.41%-81.3pp | 378.56%-350.5pp |
| Employer contribution / active EE | $1,543 | $2,775-44.4% | $3,653-57.8% | $2,148-28.2% |
| Participant deferral / active EE | $4,421 | $3,157+40.0% | $4,236+4.4% | $3,539+24.9% |
| Admin fee / account holder | $132 | $199-33.8% | $5,794-97.7% | $142-7.4% |