Filed March 24, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $234,463 |
FUND DIRECT ADVISORS6+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $49,059 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,699 | $77,197+144.4% | $86,645+117.8% | $93,010+102.9% |
| Participation rate | 95.1% | 78.2%+16.9pp | 71.7%+23.5pp | 73.9%+21.2pp |
| Annual return | 10.95% | 16.31%-5.4pp | 63.52%-52.6pp | 158.70%-147.8pp |
| Employer contribution / active EE | $6,507 | $2,514+158.8% | $2,496+160.7% | $2,705+140.5% |
| Participant deferral / active EE | $6,855 | $3,831+78.9% | $3,700+85.3% | $4,561+50.3% |
| Admin fee / account holder | $92 | $105-12.3% | $5,830-98.4% | $152-39.3% |