Filed June 1, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $118,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,477 | $50,919-40.1% | $155,556-80.4% | $77,762-60.8% |
| Participation rate | 59.5% | 63.1%-3.6pp | 78.2%-18.7pp | 70.6%-11.1pp |
| Annual return | 13.12% | 34.84%-21.7pp | 64.84%-51.7pp | 31.27%-18.2pp |
| Employer contribution / active EE | $2,161 | $1,991+8.5% | $4,675-53.8% | $2,728-20.8% |
| Participant deferral / active EE | $1,320 | $2,824-53.3% | $5,631-76.6% | $4,651-71.6% |
| Admin fee / account holder | $192 | $437-56.1% | $15,885-98.8% | $433-55.7% |