Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $33,274 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $15,000 |
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 | $124,210 | $87,173+42.5% | $59,887+107.4% | $75,289+65.0% |
| Participation rate | 54.0% | 74.5%-20.5pp | 74.7%-20.7pp | 72.4%-18.4pp |
| Annual return | -2.42% | -2.14%-0.3pp | 3.46%-5.9pp | -0.04%-2.4pp |
| Employer contribution / active EE | $2,672 | $3,473-23.1% | $2,722-1.9% | $2,405+11.1% |
| Participant deferral / active EE | $2,529 | $3,379-25.2% | $3,402-25.7% | $3,739-32.4% |
| Admin fee / account holder | $34 | $75-54.6% | $3,591-99.1% | $102-66.8% |