Filed May 2, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,869 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Account maintenan... | $5,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,040 | $47,163-0.3% | $149,696-68.6% | $74,460-36.8% |
| Participation rate | 46.6% | 63.4%-16.8pp | 78.8%-32.1pp | 70.7%-24.1pp |
| Annual return | 14.35% | 22.75%-8.4pp | 134.46%-120.1pp | 34.38%-20.0pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $4,433 | $2,730+62.4% | $5,682-22.0% | $4,530-2.1% |
| Admin fee / account holder | $74 | $343-78.3% | $13,212-99.4% | $348-78.6% |