Filed June 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FREEGULLIVER, LLC1+ years Filed as: FREEGULLIVER LLC Service code 27 · EIN 72-1498534 | Advisory (Plan) | $26,973 |
FIDUCIARY CONSULTING GROUP1+ years Service code 14 · EIN 20-2807852 | Plan Administrator | $23,736 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,218 |
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.
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 | $12,922 | $107,378-88.0% | $108,582-88.1% | $57,658-77.6% |
| Participation rate | 91.0% | 77.1%+13.9pp | 79.6%+11.4pp | 70.2%+20.8pp |
| Annual return | -18.04% | 12.80%-30.8pp | -51.70%+33.7pp | 5.13%-23.2pp |
| Employer contribution / active EE | $551 | $1,782-69.1% | $3,758-85.3% | $1,974-72.1% |
| Participant deferral / active EE | $1,973 | $3,221-38.7% | $4,311-54.2% | $3,061-35.5% |
| Admin fee / account holder | $119 | $108+10.0% | $7,645-98.4% | $95+26.3% |