Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $127,480 |
401K ADVISORS INC5+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $114,817 |
Filed as: LAVINE, LOFGREN, MORRIS, & ENGELBER Service code 49 · EIN 33-0690020 | Other Services | $29,800 |
Service code 10 · EIN 42-1029744 | Accounting | $7,500 |
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 | $22,950 | $32,762-30.0% | $84,646-72.9% | $89,609-74.4% |
| Participation rate | 29.5% | 34.6%-5.1pp | 68.2%-38.8pp | 69.6%-40.1pp |
| Annual return | 30.25% | 28.37%+1.9pp | 258.85%-228.6pp | 33.65%-3.4pp |
| Employer contribution / active EE | $343 | $564-39.1% | $2,654-87.1% | $2,584-86.7% |
| Participant deferral / active EE | $1,260 | $1,501-16.1% | $3,901-67.7% | $4,222-70.2% |
| Admin fee / account holder | $33 | $82-60.0% | $4,915-99.3% | $72-53.9% |