Filed October 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $135,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,593 | $51,769+119.4% | $57,356+98.0% | $52,331+117.1% |
| Participation rate | 67.2% | 75.2%-8.1pp | 75.1%-7.9pp | 68.1%-0.9pp |
| Annual return | 1.51% | 2.43%-0.9pp | 24.41%-22.9pp | 4.54%-3.0pp |
| Employer contribution / active EE | $4,971 | $2,335+112.9% | $2,689+84.9% | $1,882+164.2% |
| Participant deferral / active EE | $4,309 | $2,794+54.2% | $3,162+36.3% | $3,022+42.6% |
| Admin fee / account holder | $4 | $295-98.7% | $3,357-99.9% | $592-99.4% |