Filed June 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,016 | $51,466-20.3% | $78,778-47.9% | $62,293-34.2% |
| Participation rate | 53.7% | 59.8%-6.1pp | 69.2%-15.5pp | 69.5%-15.8pp |
| Annual return | 14.59% | 19.96%-5.4pp | 35.62%-21.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $538 | $827-34.9% | $1,986-72.9% | $2,042-73.6% |
| Participant deferral / active EE | $2,979 | $2,147+38.7% | $2,958+0.7% | $3,169-6.0% |
| Admin fee / account holder | $33 | $489-93.3% | $5,134-99.4% | $479-93.2% |