Filed May 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,122 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $15,459 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,988 | $47,977-52.1% | $154,114-85.1% | $56,287-59.2% |
| Participation rate | 88.3% | 66.2%+22.1pp | 83.0%+5.3pp | 69.9%+18.5pp |
| Annual return | 1.48% | 3.54%-2.1pp | 735.16%-733.7pp | -9.96%+11.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,147 | $2,392+31.6% | $5,081-38.1% | $3,350-6.1% |
| Admin fee / account holder | $140 | $438-68.2% | $13,411-99.0% | $521-73.2% |