Filed June 16, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $112,821 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,930 | $66,513-68.5% | $178,510-88.3% | $106,273-80.3% |
| Participation rate | 84.0% | 73.8%+10.2pp | 81.9%+2.0pp | 70.8%+13.2pp |
| Annual return | 14.94% | 21.81%-6.9pp | 151.13%-136.2pp | 21.70%-6.8pp |
| Employer contribution / active EE | $1,729 | $1,776-2.6% | $5,011-65.5% | $2,722-36.5% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,601-100.0% |
| Admin fee / account holder | $10 | $53-80.4% | $13,988-99.9% | $78-86.6% |