Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC1+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $93,585 |
Filed as: LAVINE, LOFGREN, MORRIS, & ENGELBER Service code 10 · EIN 33-0690020 | Accounting | $34,797 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,275 |
RSM US LLP1+ years Filed as: MCGLADERY & PULLEN, LLP Service code 10 · EIN 42-0714325 | Accounting | $7,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,818 | $23,187-23.2% | $67,704-73.7% | $69,651-74.4% |
| Participation rate | 11.0% | 20.5%-9.5pp | 67.5%-56.5pp | 66.6%-55.5pp |
| Annual return | 8.77% | 599.89%-591.1pp | 25.41%-16.6pp | 53.77%-45.0pp |
| Employer contribution / active EE | $72 | $277-74.1% | $2,559-97.2% | $2,241-96.8% |
| Participant deferral / active EE | $375 | $676-44.5% | $3,585-89.5% | $3,635-89.7% |
| Admin fee / account holder | $46 | $65-28.7% | $4,255-98.9% | $63-26.9% |