Filed November 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $308 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,275 | $52,961-78.7% | $172,755-93.5% | $65,185-82.7% |
| Participation rate | 91.7% | 66.2%+25.5pp | 82.6%+9.1pp | 70.2%+21.5pp |
| Annual return | 24.94% | 30.12%-5.2pp | 802.94%-778.0pp | 29.38%-4.4pp |
| Employer contribution / active EE | $1,147 | $2,190-47.6% | $5,144-77.7% | $2,177-47.3% |
| Participant deferral / active EE | $3,260 | $2,471+31.9% | $5,198-37.3% | $3,514-7.2% |
| Admin fee / account holder | $3 | $472-99.4% | $13,955-100.0% | $847-99.7% |