Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $118,169 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $30,000 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $27,273 |
USI CONSULTING GROUP5 years Filed as: USI INSURANCE SERVICES LLC Service code 49 · EIN 13-3771734 | Other Services | $25,865 |
MERCER7+ years Service code 16 · EIN 13-2834414 | Consulting | $19,152 |
ALSTON & BIRD LLP4 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $5,973 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,497 | $122,128+178.8% | $147,117+131.4% | $200,096+70.2% |
| Participation rate | 84.4% | 78.2%+6.2pp | 82.2%+2.2pp | 72.0%+12.4pp |
| Annual return | 12.45% | 30.58%-18.1pp | 420.54%-408.1pp | 34.26%-21.8pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $16,341 | $8,484+92.6% | $8,065+102.6% | $5,090+221.0% |
| Admin fee / account holder | $76 | $180-57.8% | $12,993-99.4% | $269-71.8% |