Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC4+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $166,451 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $111,913 |
Filed as: LAVINE, LOFGREN, MORRIS, & ENGELBER Service code 10 · EIN 33-0690020 | Accounting | $29,000 |
JULIE VISINTINE1 year Filed as: JULIE GORDON Service code 56 AMN HEALTHCARE INC · SAN DIEGO, CA 921303077 | Non-monetary compensation | $0 |
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 | $19,237 | $26,810-28.2% | $76,518-74.9% | $73,367-73.8% |
| Participation rate | 25.1% | 34.6%-9.5pp | 68.0%-42.9pp | 69.5%-44.3pp |
| Annual return | -1.23% | 17.04%-18.3pp | -0.27%-1.0pp | 173.45%-174.7pp |
| Employer contribution / active EE | $282 | $503-43.8% | $2,647-89.3% | $2,499-88.7% |
| Participant deferral / active EE | $1,065 | $1,312-18.8% | $3,836-72.2% | $4,033-73.6% |
| Admin fee / account holder | $61 | $71-13.1% | $4,849-98.7% | $68-10.1% |