Filed April 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $41,291 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,336 |
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 | $108,479 | $91,424+18.7% | $135,942-20.2% | $71,495+51.7% |
| Participation rate | 95.3% | 75.7%+19.7pp | 81.9%+13.4pp | 67.9%+27.4pp |
| Annual return | 17.36% | 29.90%-12.5pp | 68.28%-50.9pp | 28.85%-11.5pp |
| Employer contribution / active EE | $5,665 | $3,704+53.0% | $4,858+16.6% | $2,589+118.8% |
| Participant deferral / active EE | $14,022 | $7,092+97.7% | $7,759+80.7% | $4,291+226.8% |
| Admin fee / account holder | $189 | $1,266-85.1% | $10,764-98.2% | $1,588-88.1% |