Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $25,577 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $15,525 |
PASI, LLC1 year Service code 13 · EIN 26-1407927 | Contract Administrator | $14,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,096 | $204,517-33.0% | $69,464+97.4% | $77,775+76.3% |
| Participation rate | 59.1% | 74.6%-15.5pp | 74.6%-15.5pp | 73.2%-14.1pp |
| Annual return | 16.15% | 22.10%-6.0pp | 28.98%-12.8pp | 32.58%-16.4pp |
| Employer contribution / active EE | $3,049 | $3,548-14.1% | $2,779+9.7% | $2,504+21.8% |
| Participant deferral / active EE | $2,819 | $3,478-19.0% | $3,536-20.3% | $3,966-28.9% |
| Admin fee / account holder | $39 | $101-60.9% | $3,840-99.0% | $100-60.8% |