Filed December 11, 2015 (most recent of 3 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $65,380 |
FIRST SECURITY BANK5+ years Service code 27 · EIN 71-0159420 | Advisory (Plan) | $65,000 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $186,805 | $88,122+112.0% | $141,200+32.3% | $67,584+176.4% |
| Participation rate | 97.2% | 76.5%+20.8pp | 82.5%+14.8pp | 71.3%+26.0pp |
| Annual return | 24.38% | 75.40%-51.0pp | 71.41%-47.0pp | 378.59%-354.2pp |
| Employer contribution / active EE | $4,885 | $3,224+51.5% | $4,736+3.1% | $2,148+127.4% |
| Participant deferral / active EE | $9,215 | $5,958+54.7% | $6,710+37.3% | $3,540+160.3% |
| Admin fee / account holder | $181 | $131+38.5% | $10,265-98.2% | $142+27.4% |