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 | $7,160 |
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 | $115,558 | $84,784+36.3% | $98,462+17.4% | $74,478+55.2% |
| Participation rate | 98.1% | 81.5%+16.5pp | 75.2%+22.9pp | 70.7%+27.3pp |
| Annual return | 17.97% | 20.59%-2.6pp | 21.20%-3.2pp | 34.37%-16.4pp |
| Employer contribution / active EE | $2,627 | $3,364-21.9% | $3,049-13.8% | $2,637-0.4% |
| Participant deferral / active EE | $7,487 | $5,218+43.5% | $4,738+58.0% | $4,530+65.3% |
| Admin fee / account holder | $7 | $204-96.4% | $8,875-99.9% | $347-97.9% |