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 | $3,285 |
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 | $127,494 | $93,131+36.9% | $106,554+19.7% | $86,828+46.8% |
| Participation rate | 99.0% | 81.4%+17.6pp | 76.1%+22.9pp | 72.3%+26.7pp |
| Annual return | 14.73% | 19.45%-4.7pp | 26.80%-12.1pp | 97.95%-83.2pp |
| Employer contribution / active EE | $2,606 | $2,895-10.0% | $2,819-7.6% | $2,406+8.3% |
| Participant deferral / active EE | $7,233 | $4,708+53.6% | $4,398+64.4% | $4,132+75.0% |
| Admin fee / account holder | $2 | $145-98.3% | $7,408-100.0% | $170-98.6% |