Filed November 23, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $146,156 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,967 | $82,783+40.1% | $133,959-13.4% | $90,274+28.5% |
| Participation rate | 85.6% | 81.3%+4.3pp | 79.8%+5.8pp | 73.4%+12.3pp |
| Annual return | 5.45% | 21.89%-16.4pp | 45.09%-39.6pp | 53.97%-48.5pp |
| Employer contribution / active EE | $2,658 | $2,388+11.3% | $3,919-32.2% | $2,523+5.3% |
| Participant deferral / active EE | $4,100 | $4,291-4.4% | $5,047-18.8% | $4,231-3.1% |
| Admin fee / account holder | $81 | $93-12.4% | $8,928-99.1% | $114-28.7% |