Filed December 17, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $156,991 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,697 | $85,135+142.8% | $98,907+109.0% | $73,409+181.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 13.44% | 19.14%-5.7pp | 196.43%-183.0pp | 59.29%-45.9pp |
| Employer contribution / active EE | $8,946 | $2,721+228.8% | $2,689+232.7% | $2,234+300.5% |
| Participant deferral / active EE | $11,231 | $4,349+158.2% | $4,244+164.6% | $3,805+195.1% |
| Admin fee / account holder | $291 | $139+109.2% | $6,642-95.6% | $158+84.5% |