Filed July 31, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,059 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,451 |
UKG INC1 year Filed as: UKG KRONOS SYSTEMS, LLC Service code 16 · EIN 65-0694077 | Consulting | $6,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,728 | $89,123-70.0% | $102,460-73.9% | $77,762-65.6% |
| Participation rate | 90.5% | 80.9%+9.5pp | 76.5%+14.0pp | 70.6%+19.9pp |
| Annual return | 13.53% | 25.05%-11.5pp | 29.47%-15.9pp | 31.27%-17.7pp |
| Employer contribution / active EE | $850 | $2,700-68.5% | $3,025-71.9% | $2,728-68.8% |
| Participant deferral / active EE | $1,876 | $5,148-63.6% | $5,056-62.9% | $4,651-59.7% |
| Admin fee / account holder | $85 | $236-63.8% | $9,460-99.1% | $433-80.3% |