Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,320 |
Employer contribution per participant 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 | $9,597 | $56,443-83.0% | $83,831-88.6% | $55,725-82.8% |
| Participation rate | 85.4% | 72.0%+13.3pp | 76.1%+9.2pp | 70.9%+14.5pp |
| Annual return | -5.99% | 393.67%-399.7pp | 850.99%-857.0pp | 244.93%-250.9pp |
| Employer contribution / active EE | $353 | $2,682-86.8% | $3,631-90.3% | $2,078-83.0% |
| Participant deferral / active EE | $1,616 | $2,965-45.5% | $4,082-60.4% | $3,356-51.8% |
| Admin fee / account holder | $59 | $156-62.0% | $5,479-98.9% | $115-48.4% |