Filed January 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP6+ years Filed as: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 | Advisory (Participants) | $61,229 |
ROCKY MOUNTAIN EMPLOYEE BENEFITS6+ years Service code 13 · EIN 87-0364490 | Contract Administrator | $2,670 |
BFBA, LLP1 year Service code 10 · EIN 68-0000424 | Accounting | $0 |
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 | $207,660 | $77,677+167.3% | $109,188+90.2% | $79,389+161.6% |
| Participation rate | 98.5% | 67.8%+30.7pp | 75.9%+22.6pp | 70.7%+27.8pp |
| Annual return | 21.45% | 23.44%-2.0pp | 25.76%-4.3pp | 116.89%-95.4pp |
| Employer contribution / active EE | $12,886 | $2,798+360.5% | $3,723+246.1% | $2,428+430.7% |
| Participant deferral / active EE | $13,001 | $3,517+269.6% | $4,654+179.4% | $4,046+221.3% |
| Admin fee / account holder | $231 | $732-68.5% | $6,755-96.6% | $626-63.1% |