Filed August 6, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,525 |
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER RUSSELL Service code 15 · EIN 27-1529830 | Recordkeeping | $36,256 |
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 | $12,180 | $37,117-67.2% | $147,617-91.7% | $55,191-77.9% |
| Participation rate | 80.7% | 63.6%+17.1pp | 84.6%-3.9pp | 69.2%+11.5pp |
| Annual return | -1.26% | 3.44%-4.7pp | 61.98%-63.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $376 | $1,620-76.8% | $5,564-93.2% | $1,899-80.2% |
| Participant deferral / active EE | $1,156 | $1,985-41.8% | $4,895-76.4% | $3,046-62.1% |
| Admin fee / account holder | $104 | $86+21.5% | $11,612-99.1% | $91+14.5% |