Filed August 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,891 |
SECOND LINE CAPITAL LLC2 years Service code 16 · EIN 92-3387385 | Consulting | $25,869 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,358 | $58,969-38.3% | $129,406-71.9% | $77,762-53.2% |
| Participation rate | 97.5% | 59.5%+38.0pp | 69.6%+27.9pp | 70.6%+26.9pp |
| Annual return | 13.68% | 24.78%-11.1pp | 9468.18%-9454.5pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,512 | $1,959-22.8% | $4,155-63.6% | $2,728-44.6% |
| Participant deferral / active EE | $4,319 | $3,224+33.9% | $4,167+3.6% | $4,651-7.1% |
| Admin fee / account holder | $181 | $593-69.4% | $7,689-97.6% | $433-58.1% |