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.
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 | $14,448 | $37,213-61.2% | $156,551-90.8% | $63,975-77.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 5.56% | 47.89%-42.3pp | 32.23%-26.7pp | 48.65%-43.1pp |
| Employer contribution / active EE | $426 | $1,357-68.6% | $5,501-92.3% | $2,182-80.5% |
| Participant deferral / active EE | $1,028 | $2,070-50.4% | $4,871-78.9% | $3,356-69.4% |
| Admin fee / account holder | $13 | $56-76.3% | $13,028-99.9% | $70-81.1% |