Filed October 11, 2018
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,578 | $57,921-59.3% | $84,753-72.2% | $57,658-59.1% |
| Participation rate | 82.3% | 72.9%+9.4pp | 76.6%+5.7pp | 70.2%+12.1pp |
| Annual return | 8.19% | 10.24%-2.0pp | 22.78%-14.6pp | 5.13%+3.1pp |
| Employer contribution / active EE | $352 | $2,598-86.5% | $3,574-90.2% | $1,974-82.2% |
| Participant deferral / active EE | $2,064 | $2,742-24.7% | $3,712-44.4% | $3,061-32.6% |
| Admin fee / account holder | $2 | $130-98.4% | $5,333-100.0% | $95-97.8% |