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 | $59,948 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,163 | $83,057-78.1% | $143,801-87.4% | $89,433-79.7% |
| Participation rate | 67.4% | 74.0%-6.7pp | 80.3%-12.9pp | 71.3%-3.9pp |
| Annual return | -14.10% | -13.97%-0.1pp | -0.04%-14.1pp | -11.88%-2.2pp |
| Employer contribution / active EE | $588 | $2,095-71.9% | $4,952-88.1% | $3,021-80.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,639-100.0% | $5,125-100.0% |
| Admin fee / account holder | $9 | $83-89.6% | $14,680-99.9% | $79-89.2% |