Filed January 18, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS FUNDING SERVICES GROUP1+ years Service code 16 · EIN 20-8532658 | Consulting | $29,412 |
HOLTHOUSE CARLIN & VAN TRIGT LLP1+ years Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 10 · EIN 95-4345526 | Accounting | $5,697 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $1,500 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $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 | $64,357 | $37,117+73.4% | $147,618-56.4% | $55,191+16.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 0.95% | 3.44%-2.5pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $8,868 | $1,985+346.6% | $4,895+81.1% | $3,046+191.1% |
| Admin fee / account holder | $56 | $86-34.5% | $11,612-99.5% | $91-38.3% |