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 | $58,859-38.2% | $129,397-71.9% | $77,714-53.2% |
| Participation rate | 97.5% | 59.3%+38.2pp | 69.6%+27.9pp | 70.6%+26.9pp |
| Annual return | 13.68% | 24.74%-11.1pp | 9453.98%-9440.3pp | 31.26%-17.6pp |
| Employer contribution / active EE | $1,512 | $1,952-22.5% | $4,154-63.6% | $2,727-44.5% |
| Participant deferral / active EE | $4,319 | $3,215+34.3% | $4,167+3.6% | $4,649-7.1% |
| Admin fee / account holder | $181 | $591-69.3% | $7,679-97.6% | $433-58.2% |