Filed March 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,419 |
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 | $94,335 | $55,449+70.1% | $83,830+12.5% | $56,287+67.6% |
| Participation rate | 49.4% | 68.0%-18.6pp | 76.1%-26.7pp | 69.9%-20.4pp |
| Annual return | -5.58% | -1.38%-4.2pp | 850.97%-856.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,115 | $2,430-54.1% | $3,631-69.3% | $2,111-47.2% |
| Participant deferral / active EE | $3,254 | $2,935+10.8% | $4,082-20.3% | $3,350-2.9% |
| Admin fee / account holder | $154 | $656-76.6% | $5,479-97.2% | $521-70.5% |