Filed January 19, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BVA GROUP1+ years Filed as: BVA Service code 34 · EIN 06-1762342 | Direct payment from the plan; Valuati... | $27,050 |
RSM US LLP1+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $9,600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $378,372 | $80,177+371.9% | $123,894+205.4% | $57,658+556.2% |
| Participation rate | 98.0% | 74.4%+23.6pp | 81.4%+16.6pp | 70.2%+27.8pp |
| Annual return | 22.61% | 17.90%+4.7pp | 47.52%-24.9pp | 5.13%+17.5pp |
| Employer contribution / active EE | $4,134 | $2,913+41.9% | $4,617-10.4% | $1,974+109.5% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $66 | $106-37.7% | $8,357-99.2% | $95-30.0% |