Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $372,917 |
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 | $65,549 | $101,555-35.5% | $453,569-85.5% | $101,555-35.5% |
| Participation rate | 90.2% | 74.5%+15.7pp | 78.0%+12.2pp | 74.5%+15.7pp |
| Annual return | 15.44% | 21.00%-5.6pp | 64.43%-49.0pp | 21.00%-5.6pp |
| Employer contribution / active EE | $2,972 | $2,9720% | $4,072-27.0% | $2,9720% |
| Participant deferral / active EE | $4,831 | $4,874-0.9% | $6,211-22.2% | $4,874-0.9% |
| Admin fee / account holder | $29 | $139-78.9% | $11,214-99.7% | $139-78.9% |