Filed December 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST HEARTLAND CONSULTANTS INC. Service code 27 · EIN 43-1635589 | Advisory (Plan) | $9,032 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,022 | $52,722-71.5% | $90,461-83.4% | $73,412-79.5% |
| Participation rate | 96.8% | 67.7%+29.1pp | 72.7%+24.1pp | 72.2%+24.7pp |
| Annual return | 21.63% | 20.70%+0.9pp | 1294.76%-1273.1pp | 59.30%-37.7pp |
| Employer contribution / active EE | $662 | $1,872-64.6% | $3,264-79.7% | $2,234-70.4% |
| Participant deferral / active EE | $3,111 | $2,810+10.7% | $3,964-21.5% | $3,806-18.3% |
| Admin fee / account holder | $75 | $117-36.0% | $5,617-98.7% | $158-52.6% |