Filed October 1, 2015
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,296 | $42,546-52.3% | $71,796-71.7% | $55,167-63.2% |
| Participation rate | 66.9% | 59.1%+7.8pp | 69.1%-2.2pp | 69.0%-2.1pp |
| Annual return | 13.09% | 12.36%+0.7pp | 78.04%-64.9pp | 169.23%-156.1pp |
| Employer contribution / active EE | $490 | $803-39.0% | $1,924-74.5% | $1,963-75.0% |
| Participant deferral / active EE | $2,552 | $2,064+23.6% | $2,794-8.7% | $3,054-16.5% |
| Admin fee / account holder | $31 | $650-95.3% | $4,815-99.4% | $504-93.9% |