Filed October 5, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $73,313 |
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 | $39,665 | $50,820-21.9% | $155,567-74.5% | $77,671-48.9% |
| Participation rate | 76.3% | 63.1%+13.1pp | 78.2%-1.9pp | 70.6%+5.7pp |
| Annual return | 12.47% | 34.85%-22.4pp | 64.74%-52.3pp | 31.21%-18.7pp |
| Employer contribution / active EE | $1,128 | $1,993-43.4% | $4,674-75.9% | $2,726-58.6% |
| Participant deferral / active EE | $3,815 | $2,823+35.1% | $5,628-32.2% | $4,648-17.9% |
| Admin fee / account holder | $134 | $436-69.2% | $15,916-99.2% | $430-68.8% |