Filed January 20, 2017
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,019 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,223 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,589 | $95,274+30.8% | $135,903-8.3% | $74,419+67.4% |
| Participation rate | 87.9% | 78.2%+9.7pp | 81.9%+6.0pp | 70.7%+17.2pp |
| Annual return | 13.73% | 32.77%-19.0pp | 68.23%-54.5pp | 34.38%-20.6pp |
| Employer contribution / active EE | $4,586 | $3,874+18.4% | $4,856-5.6% | $2,637+73.9% |
| Participant deferral / active EE | $7,862 | $7,782+1.0% | $7,758+1.3% | $4,528+73.6% |
| Admin fee / account holder | $185 | $266-30.4% | $10,762-98.3% | $348-46.7% |