Filed August 9, 2016 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,924 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $55,022 | $33,745+63.1% | $64,105-14.2% | $55,191-0.3% |
| Participation rate | 97.0% | 59.4%+37.6pp | 68.2%+28.8pp | 69.2%+27.8pp |
| Annual return | 1.75% | 4.95%-3.2pp | 791.24%-789.5pp | 10.78%-9.0pp |
| Employer contribution / active EE | $2,349 | $641+266.6% | $1,820+29.1% | $1,899+23.7% |
| Participant deferral / active EE | $4,438 | $1,929+130.0% | $2,822+57.3% | $3,046+45.7% |
| Admin fee / account holder | $52 | $94-44.6% | $4,499-98.8% | $91-42.5% |