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 | $57,746 |
Filed as: MILLER/RUSSELL & ASSOC. LLC Service code 16 · EIN 27-1529830 | Consulting | $28,331 |
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 | $11,911 | $36,916-67.7% | $156,551-92.4% | $57,658-79.3% |
| Participation rate | 87.5% | 63.4%+24.1pp | 84.0%+3.5pp | 70.2%+17.3pp |
| Annual return | 6.51% | 12.38%-5.9pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $463 | $1,571-70.5% | $5,501-91.6% | $1,974-76.5% |
| Participant deferral / active EE | $1,485 | $1,926-22.9% | $4,871-69.5% | $3,061-51.5% |
| Admin fee / account holder | $95 | $82+15.2% | $13,028-99.3% | $95+0.5% |