Filed October 16, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $17,515 |
HAGAN NEWKIRK FINANCIAL SERVICES1+ years Filed as: HAGAN NEWKIRK Service code 27 6325 RANCH DR. · LITTLE ROCK, AR 72223 | Advisory (Plan) | $8,237 |
Employer contribution per participant 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 | $40,747 | $70,667-42.3% | $123,105-66.9% | $52,331-22.1% |
| Participation rate | 73.3% | 83.7%-10.4pp | 86.8%-13.5pp | 68.1%+5.2pp |
| Annual return | 0.32% | 6.23%-5.9pp | 13.22%-12.9pp | 4.54%-4.2pp |
| Employer contribution / active EE | $946 | $2,946-67.9% | $5,151-81.6% | $1,882-49.7% |
| Participant deferral / active EE | $2,673 | $4,493-40.5% | $6,229-57.1% | $3,022-11.6% |
| Admin fee / account holder | $224 | $506-55.8% | $9,014-97.5% | $592-62.1% |