Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
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 | $14,247 | $45,382-68.6% | $154,108-90.8% | $75,289-81.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -3.94% | -0.47%-3.5pp | 735.21%-739.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $420 | $1,533-72.6% | $5,298-92.1% | $2,405-82.5% |
| Participant deferral / active EE | $1,099 | $2,384-53.9% | $5,081-78.4% | $3,739-70.6% |
| Admin fee / account holder | $50 | $89-43.6% | $13,411-99.6% | $102-50.8% |