Filed January 18, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 06-1050034 | Plan Administrator | $58,042 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,612 | $37,203+60.2% | $154,110-61.3% | $55,727+7.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -6.30% | 1320.03%-1326.3pp | 735.22%-741.5pp | 244.94%-251.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $9,725 | $2,069+370.1% | $5,081+91.4% | $3,356+189.8% |
| Admin fee / account holder | $86 | $102-15.8% | $13,412-99.4% | $115-25.7% |