Filed May 26, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,963 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,846 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,320 | $63,845+79.1% | $81,370+40.5% | $80,959+41.2% |
| Participation rate | 80.4% | 63.9%+16.6pp | 69.5%+10.9pp | 67.7%+12.8pp |
| Annual return | 13.24% | 16.37%-3.1pp | 24.85%-11.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,297 | $1,980+66.6% | $2,464+33.8% | $2,757+19.6% |
| Participant deferral / active EE | $13,033 | $3,093+321.4% | $3,885+235.5% | $4,300+203.1% |
| Admin fee / account holder | $522 | $5,688-90.8% | $5,749-90.9% | $6,925-92.5% |