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 | $1,281 |
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 | $13,813 | $80,753-82.9% | $136,294-89.9% | $62,292-77.8% |
| Participation rate | 97.3% | 73.5%+23.8pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 29.99% | 35.83%-5.8pp | 5155.94%-5125.9pp | 28.90%+1.1pp |
| Employer contribution / active EE | $2,431 | $2,884-15.7% | $4,695-48.2% | $2,042+19.1% |
| Participant deferral / active EE | $5,794 | $5,164+12.2% | $6,247-7.3% | $3,169+82.8% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |