Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC2+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $101,914 |
Filed as: LAVINE, LOFGREN, MORRIS, & ENGELBER Service code 10 · EIN 33-0690020 | Accounting | $39,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,945 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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).
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 | $18,942 | $26,033-27.2% | $74,577-74.6% | $329,111-94.2% |
| Participation rate | 16.4% | 26.0%-9.6pp | 68.1%-51.7pp | 67.9%-51.5pp |
| Annual return | 12.60% | 33.64%-21.0pp | 20.47%-7.9pp | 16.35%-3.8pp |
| Employer contribution / active EE | $201 | $317-36.8% | $2,525-92.0% | $2,303-91.3% |
| Participant deferral / active EE | $637 | $825-22.8% | $3,458-81.6% | $3,682-82.7% |
| Admin fee / account holder | $46 | $62-26.3% | $4,138-98.9% | $754-93.9% |