Filed February 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $8,550 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,828 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,008 | $136,307-63.3% | $177,840-71.9% | $73,493-32.0% |
| Participation rate | 72.2% | 86.1%-13.9pp | 87.7%-15.5pp | 70.7%+1.5pp |
| Annual return | 14.23% | 18.68%-4.5pp | 48.32%-34.1pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,719 | $3,712-53.7% | $5,919-71.0% | $2,270-24.3% |
| Participant deferral / active EE | $2,710 | $5,829-53.5% | $7,714-64.9% | $3,740-27.5% |
| Admin fee / account holder | $260 | $596-56.4% | $12,431-97.9% | $513-49.4% |