Filed January 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,088 |
ADVUS FINANCIAL PARTNERS LLC2 years Service code 27 · EIN 85-4001199 | Advisory (Plan) | $16,425 |
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 | $17,555 | $66,004-73.4% | $81,820-78.5% | $77,714-77.4% |
| Participation rate | 71.0% | 65.8%+5.2pp | 72.4%-1.4pp | 70.6%+0.4pp |
| Annual return | 15.54% | 26.65%-11.1pp | 777.93%-762.4pp | 31.26%-15.7pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,915-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,505 | $3,508-28.6% | $4,323-42.1% | $4,649-46.1% |
| Admin fee / account holder | $100 | $527-81.1% | $7,391-98.6% | $433-77.0% |