Filed April 16, 2018
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,072 |
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 | $35,177 | $56,894-38.2% | $84,753-58.5% | $62,881-44.1% |
| Participation rate | 85.7% | 68.5%+17.2pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 6.00% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,071 | $2,400+28.0% | $3,574-14.1% | $2,281+34.6% |
| Participant deferral / active EE | $2,039 | $2,709-24.7% | $3,712-45.1% | $3,203-36.3% |
| Admin fee / account holder | $23 | $3,581-99.4% | $5,333-99.6% | $4,296-99.5% |