Filed July 26, 2016 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $64,774 |
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 | $29,999 | $44,989-33.3% | $170,435-82.4% | $77,958-61.5% |
| Participation rate | 39.3% | 64.6%-25.3pp | 83.6%-44.3pp | 71.6%-32.3pp |
| Annual return | 14.42% | 19.61%-5.2pp | 205.94%-191.5pp | 20.87%-6.5pp |
| Employer contribution / active EE | $475 | $1,466-67.6% | $5,432-91.3% | $2,310-79.5% |
| Participant deferral / active EE | $1,658 | $2,208-24.9% | $4,939-66.4% | $3,537-53.1% |
| Admin fee / account holder | $61 | $69-10.9% | $13,881-99.6% | $97-36.9% |