Filed July 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 06-1050034 | Accounting | $812,395 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,431 | $73,497-27.3% | $101,248-47.2% | $93,223-42.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 27.63% | 11.66%+16.0pp | 46.47%-18.8pp | 19.29%+8.3pp |
| Employer contribution / active EE | $1,319 | $3,600-63.4% | $3,660-64.0% | $2,680-50.8% |
| Participant deferral / active EE | $3,848 | $3,303+16.5% | $4,370-11.9% | $4,563-15.7% |
| Admin fee / account holder | $38 | $121-68.8% | $5,945-99.4% | $79-52.4% |