Filed December 7, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,449 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,786 | $56,114+158.0% | $96,139+50.6% | $85,850+68.7% |
| Participation rate | 82.8% | 56.7%+26.0pp | 68.4%+14.3pp | 69.3%+13.4pp |
| Annual return | 13.01% | 42.30%-29.3pp | 191.94%-178.9pp | 318.53%-305.5pp |
| Employer contribution / active EE | $5,745 | $1,620+254.7% | $2,797+105.4% | $2,565+124.0% |
| Participant deferral / active EE | $8,715 | $2,859+204.8% | $4,349+100.4% | $3,952+120.5% |
| Admin fee / account holder | $262 | $3,768-93.1% | $5,537-95.3% | $6,260-95.8% |