Filed July 10, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,767 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,326 | $92,186+24.0% | $105,624+8.2% | $77,762+47.0% |
| Participation rate | 98.6% | 81.0%+17.5pp | 75.3%+23.3pp | 70.6%+28.0pp |
| Annual return | 13.44% | 17.83%-4.4pp | 116.20%-102.8pp | 31.27%-17.8pp |
| Employer contribution / active EE | $2,208 | $3,376-34.6% | $3,168-30.3% | $2,728-19.0% |
| Participant deferral / active EE | $7,283 | $5,395+35.0% | $5,013+45.3% | $4,651+56.6% |
| Admin fee / account holder | $8 | $219-96.4% | $10,961-99.9% | $433-98.2% |