Filed January 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 | Advisory (Participants) | $15,420 |
ROCKY MOUNTAIN EMPLOYEE BENEFITS2+ years Service code 13 · EIN 87-0364490 | Contract Administrator | $1,240 |
Filed as: FIDELITY INVESTMENTS Service code 19 TWO DESTINY WAY · WEST LAKE, TX 76262 | Securities Custodian | $0 |
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 | $159,841 | $58,726+172.2% | $92,240+73.3% | $62,293+156.6% |
| Participation rate | 99.2% | 68.3%+30.9pp | 76.5%+22.7pp | 69.5%+29.7pp |
| Annual return | 15.92% | 43.62%-27.7pp | 176.29%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $13,859 | $2,392+479.4% | $3,680+276.6% | $2,042+578.6% |
| Participant deferral / active EE | $12,505 | $2,766+352.2% | $3,897+220.9% | $3,169+294.6% |
| Admin fee / account holder | $96 | $556-82.8% | $5,194-98.2% | $479-80.0% |