Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,794 | $37,039-65.5% | $147,617-91.3% | $59,188-78.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | -1.42% | 7.19%-8.6pp | 61.98%-63.4pp | 5.51%-6.9pp |
| Employer contribution / active EE | $532 | $1,353-60.7% | $5,564-90.4% | $2,098-74.6% |
| Participant deferral / active EE | $1,184 | $2,094-43.4% | $4,895-75.8% | $3,265-63.7% |
| Admin fee / account holder | $13 | $60-78.2% | $11,612-99.9% | $92-85.8% |