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 | $5,956 |
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 | $107,836 | $81,948+31.6% | $90,767+18.8% | $64,829+66.3% |
| Participation rate | 97.4% | 80.5%+17.0pp | 75.7%+21.7pp | 71.5%+26.0pp |
| Annual return | -15.43% | -12.53%-2.9pp | -12.16%-3.3pp | 32.85%-48.3pp |
| Employer contribution / active EE | $2,281 | $3,067-25.6% | $2,922-21.9% | $2,507-9.0% |
| Participant deferral / active EE | $6,965 | $4,844+43.8% | $4,565+52.6% | $4,312+61.5% |
| Admin fee / account holder | $7 | $157-95.5% | $8,445-99.9% | $188-96.2% |