Filed December 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,917 | $43,550+90.4% | $63,517+30.5% | $52,331+58.4% |
| Participation rate | 83.8% | 65.7%+18.1pp | 71.0%+12.8pp | 68.1%+15.7pp |
| Annual return | -0.52% | 2.03%-2.6pp | -70.30%+69.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $3,114 | $1,351+130.5% | $2,322+34.1% | $1,882+65.5% |
| Participant deferral / active EE | $5,312 | $2,254+135.7% | $2,953+79.9% | $3,022+75.8% |
| Admin fee / account holder | $0 | $387-99.9% | $5,892-100.0% | $592-99.9% |