Filed July 11, 2019 (most recent of 2 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,774 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,858 | $70,684+44.1% | $169,397-39.9% | $75,177+35.5% |
| Participation rate | 98.8% | 64.8%+34.0pp | 77.2%+21.7pp | 67.2%+31.6pp |
| Annual return | 16.44% | 36.38%-19.9pp | 406.23%-389.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $3,080 | $2,211+39.3% | $4,013-23.3% | $2,671+15.3% |
| Participant deferral / active EE | $6,475 | $4,310+50.3% | $6,223+4.1% | $4,126+56.9% |
| Admin fee / account holder | $630 | $5,404-88.3% | $9,017-93.0% | $5,651-88.9% |