Filed March 24, 2016 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $377,513 |
FUND DIRECT ADVISORS7+ years Filed as: FUND EVALUATION GROUP Service code 10 · EIN 01-0694771 | Accounting | $66,966 |
SB & COMPANY, LLC1 year Filed as: SB & COMPANY Service code 10 · EIN 20-2153727 | Accounting | $19,435 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,284 | $61,756+141.7% | $69,888+113.6% | $77,906+91.6% |
| Participation rate | 93.5% | 79.9%+13.6pp | 70.5%+23.0pp | 73.7%+19.8pp |
| Annual return | -14.33% | -11.86%-2.5pp | 190.87%-205.2pp | 12.16%-26.5pp |
| Employer contribution / active EE | $6,081 | $2,706+124.7% | $2,560+137.5% | $2,846+113.7% |
| Participant deferral / active EE | $6,650 | $3,977+67.2% | $3,849+72.8% | $4,805+38.4% |
| Admin fee / account holder | $81 | $101-20.1% | $6,267-98.7% | $133-38.9% |