Filed February 24, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $317,464 |
SC&H ATTEST SERVICES, P.C.6 years Service code 10 · EIN 52-1743645 | Accounting | $8,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,558 | $42,127-13.2% | $85,009-57.0% | $106,408-65.6% |
| Participation rate | 11.5% | 36.6%-25.1pp | 67.5%-56.0pp | 69.9%-58.4pp |
| Annual return | 17.82% | 36.21%-18.4pp | 66.47%-48.6pp | 17.37%+0.4pp |
| Employer contribution / active EE | $1 | $825-99.9% | $2,728-100.0% | $3,361-100.0% |
| Participant deferral / active EE | $1,312 | $2,066-36.5% | $4,522-71.0% | $5,567-76.4% |
| Admin fee / account holder | $46 | $114-59.7% | $6,153-99.3% | $79-42.2% |