Filed July 6, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SEVEN SIMPLE MACHINES3 years Service code 16 · EIN 20-4028622 | Consulting | $182,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | $117,594 |
MILLIMAN, INC.2 years Filed as: MILLIMAN, INC Service code 16 · EIN 91-0675641 | Consulting | $85,736 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 15 · EIN 04-3831795 | Recordkeeping | $47,785 |
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 | $54,013 | $46,969+15.0% | $154,110-65.0% | $73,367-26.4% |
| Participation rate | 83.9% | 72.4%+11.5pp | 83.0%+0.8pp | 69.5%+14.4pp |
| Annual return | -4.91% | 821.68%-826.6pp | 735.22%-740.1pp | 173.45%-178.4pp |
| Employer contribution / active EE | $3,557 | $1,723+106.4% | $5,298-32.9% | $2,499+42.3% |
| Participant deferral / active EE | $4,430 | $3,162+40.1% | $5,081-12.8% | $4,033+9.9% |
| Admin fee / account holder | $33 | $47-28.3% | $13,412-99.8% | $68-51.1% |