Filed November 8, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $76 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,487 | $75,183-86.1% | $123,892-91.5% | $55,167-81.0% |
| Participation rate | 95.9% | 72.8%+23.0pp | 81.4%+14.4pp | 69.0%+26.9pp |
| Annual return | 28.56% | 19.01%+9.5pp | 47.52%-19.0pp | 169.23%-140.7pp |
| Employer contribution / active EE | $1,860 | $2,823-34.1% | $4,617-59.7% | $1,963-5.2% |
| Participant deferral / active EE | $3,838 | $5,084-24.5% | $5,984-35.9% | $3,054+25.7% |
| Admin fee / account holder | $2 | $663-99.7% | $8,357-100.0% | $504-99.6% |