Filed May 26, 2015 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $64,517+77.2% | $81,438+40.4% | $80,874+41.4% |
| Participation rate | 80.4% | 63.9%+16.5pp | 69.5%+10.9pp | 67.6%+12.8pp |
| Annual return | 13.24% | 16.35%-3.1pp | 24.74%-11.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $3,297 | $1,982+66.4% | $2,460+34.0% | $2,756+19.7% |
| Participant deferral / active EE | $13,033 | $3,096+321.0% | $3,883+235.6% | $4,297+203.3% |
| Admin fee / account holder | $522 | $5,677-90.8% | $5,764-90.9% | $6,935-92.5% |