Filed October 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $94,532 |
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 | $106,626 | $52,467+103.2% | $57,196+86.4% | $55,167+93.3% |
| Participation rate | 67.1% | 75.8%-8.7pp | 75.3%-8.2pp | 69.0%-1.8pp |
| Annual return | 6.13% | 7.72%-1.6pp | 14.59%-8.5pp | 169.23%-163.1pp |
| Employer contribution / active EE | $4,803 | $2,477+93.9% | $2,683+79.0% | $1,963+144.7% |
| Participant deferral / active EE | $4,318 | $2,830+52.6% | $3,096+39.5% | $3,054+41.4% |
| Admin fee / account holder | $4 | $269-98.6% | $3,141-99.9% | $504-99.3% |