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 | $65,960-73.4% | $81,882-78.6% | $77,762-77.4% |
| Participation rate | 71.0% | 65.8%+5.3pp | 72.4%-1.4pp | 70.6%+0.4pp |
| Annual return | 15.54% | 26.64%-11.1pp | 779.47%-763.9pp | 31.27%-15.7pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,505 | $3,505-28.5% | $4,323-42.1% | $4,651-46.1% |
| Admin fee / account holder | $100 | $526-81.0% | $7,360-98.6% | $433-76.9% |