Filed April 16, 2018
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,918 | $55,449-40.6% | $83,831-60.7% | $56,289-41.5% |
| Participation rate | 60.8% | 68.0%-7.3pp | 76.1%-15.4pp | 69.9%-9.1pp |
| Annual return | -3.19% | -1.38%-1.8pp | 850.99%-854.2pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,868 | $2,430+18.0% | $3,631-21.0% | $2,111+35.9% |
| Participant deferral / active EE | $1,228 | $2,935-58.2% | $4,082-69.9% | $3,350-63.3% |
| Admin fee / account holder | $108 | $656-83.6% | $5,479-98.0% | $521-79.3% |