Filed January 29, 2018 (most recent of 3 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,211 | $41,281+36.2% | $109,313-48.6% | $57,658-2.5% |
| Participation rate | 25.8% | 59.3%-33.6pp | 71.3%-45.5pp | 70.2%-44.5pp |
| Annual return | 7.23% | 8.97%-1.7pp | 22.07%-14.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $512 | $1,201-57.4% | $3,892-86.8% | $1,974-74.0% |
| Participant deferral / active EE | $689 | $2,223-69.0% | $3,166-78.3% | $3,061-77.5% |
| Admin fee / account holder | $8 | $75-88.9% | $5,666-99.9% | $95-91.1% |