Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC3+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $137,799 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $39,643 |
Filed as: LAVINE, LOFGREN, MORRIS, & ENGELBER Service code 10 · EIN 33-0690020 | Accounting | $28,850 |
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.
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 | $21,064 | $29,988-29.8% | $81,473-74.1% | $80,976-74.0% |
| Participation rate | 22.9% | 32.0%-9.1pp | 68.0%-45.0pp | 68.3%-45.3pp |
| Annual return | 38.08% | 51.73%-13.7pp | 38.78%-0.7pp | 22.91%+15.2pp |
| Employer contribution / active EE | $259 | $470-44.9% | $2,568-89.9% | $2,402-89.2% |
| Participant deferral / active EE | $901 | $1,209-25.5% | $3,537-74.5% | $3,848-76.6% |
| Admin fee / account holder | $46 | $63-26.5% | $4,561-99.0% | $67-31.6% |