Filed January 18, 2018 (most recent of 5 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BFSG LLC2 years Service code 27 · EIN 20-8161914 | Advisory (Plan) | $58,387 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $51,437 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $18,111 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,818 | $50,169+61.1% | $149,740-46.0% | $80,187+0.8% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 18.13% | 29.82%-11.7pp | 134.51%-116.4pp | 40.40%-22.3pp |
| Employer contribution / active EE | $2 | $1,869-99.9% | $4,821-100.0% | $2,980-99.9% |
| Participant deferral / active EE | $11,020 | $3,194+245.0% | $5,683+93.9% | $5,016+119.7% |
| Admin fee / account holder | $80 | $153-47.9% | $13,222-99.4% | $145-45.1% |