Filed March 31, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $167,933 |
SAMET & COMPANY PC4 years Filed as: SAMET & COMPANY, PC Service code 10 · EIN 04-3027605 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,871 | $95,388+1.6% | $125,401-22.8% | $77,906+24.3% |
| Participation rate | 38.7% | 78.6%-39.9pp | 82.4%-43.7pp | 73.7%-35.0pp |
| Annual return | -14.89% | 116.19%-131.1pp | 572.53%-587.4pp | 12.16%-27.1pp |
| Employer contribution / active EE | $969 | $3,666-73.6% | $4,816-79.9% | $2,846-65.9% |
| Participant deferral / active EE | $2,591 | $7,711-66.4% | $7,448-65.2% | $4,805-46.1% |
| Admin fee / account holder | $195 | $119+64.5% | $10,008-98.0% | $133+47.5% |