Filed June 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $136 |
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).
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 | $24,136 | $57,103-57.7% | $87,502-72.4% | $57,658-58.1% |
| Participation rate | 62.1% | 64.3%-2.2pp | 73.8%-11.7pp | 70.2%-8.1pp |
| Annual return | 11.24% | 12.71%-1.5pp | 12.21%-1.0pp | 5.13%+6.1pp |
| Employer contribution / active EE | $1,884 | $1,107+70.2% | $2,550-26.1% | $1,974-4.5% |
| Participant deferral / active EE | $3,787 | $2,250+68.3% | $3,149+20.3% | $3,061+23.7% |
| Admin fee / account holder | $195 | $281-30.6% | $4,221-95.4% | $95+106.3% |