Filed November 8, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,720 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $20,786 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $16,501 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,803 | $91,406-45.5% | $130,062-61.7% | $74,473-33.1% |
| Participation rate | 87.3% | 77.8%+9.5pp | 78.5%+8.8pp | 70.7%+16.6pp |
| Annual return | 19.84% | 23.21%-3.4pp | -137.37%+157.2pp | 34.36%-14.5pp |
| Employer contribution / active EE | $2,576 | $2,565+0.4% | $4,322-40.4% | $2,638-2.4% |
| Participant deferral / active EE | $7,048 | $4,724+49.2% | $5,821+21.1% | $4,530+55.6% |
| Admin fee / account holder | $213 | $283-24.9% | $10,601-98.0% | $347-38.7% |