Filed September 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,915 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,638 | $56,423-77.6% | $77,183-83.6% | $71,495-82.3% |
| Participation rate | 72.5% | 64.3%+8.2pp | 69.6%+2.9pp | 67.9%+4.6pp |
| Annual return | 27.85% | 19.05%+8.8pp | 37.89%-10.0pp | 28.85%-1.0pp |
| Employer contribution / active EE | $1,279 | $1,866-31.4% | $2,534-49.5% | $2,589-50.6% |
| Participant deferral / active EE | $2,333 | $3,142-25.8% | $3,833-39.1% | $4,291-45.6% |
| Admin fee / account holder | $134 | $1,429-90.6% | $5,475-97.5% | $1,588-91.5% |