Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $224,008 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,916 | $164,864+42.5% | $453,369-48.2% | $93,030+152.5% |
| Participation rate | 97.9% | 84.2%+13.7pp | 78.0%+19.9pp | 73.9%+24.0pp |
| Annual return | 14.27% | 17.89%-3.6pp | 64.40%-50.1pp | 158.70%-144.4pp |
| Employer contribution / active EE | $6,243 | $3,519+77.4% | $4,070+53.4% | $2,706+130.7% |
| Participant deferral / active EE | $8,981 | $5,690+57.8% | $6,209+44.7% | $4,562+96.8% |
| Admin fee / account holder | $45 | $104-56.5% | $11,209-99.6% | $152-70.1% |