Filed November 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,993 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,603 | $76,670+15.6% | $96,683-8.4% | $71,457+24.0% |
| Participation rate | 97.8% | 66.6%+31.3pp | 74.3%+23.5pp | 67.9%+29.9pp |
| Annual return | -0.33% | 48.29%-48.6pp | 35.69%-36.0pp | 28.85%-29.2pp |
| Employer contribution / active EE | $1,591 | $3,031-47.5% | $3,737-57.4% | $2,588-38.5% |
| Participant deferral / active EE | $7,863 | $3,771+108.5% | $4,878+61.2% | $4,289+83.3% |
| Admin fee / account holder | $165 | $2,028-91.8% | $6,730-97.5% | $1,587-89.6% |