Filed June 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,023 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,068 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,739 | $60,124+154.0% | $90,404+69.0% | $79,858+91.3% |
| Participation rate | 98.8% | 65.0%+33.8pp | 72.7%+26.1pp | 69.6%+29.2pp |
| Annual return | 21.51% | 71.94%-50.4pp | 1293.02%-1271.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $11,385 | $2,068+450.6% | $3,262+249.0% | $2,471+360.8% |
| Participant deferral / active EE | $9,157 | $2,938+211.7% | $3,963+131.1% | $3,740+144.8% |
| Admin fee / account holder | $313 | $3,976-92.1% | $5,611-94.4% | $5,306-94.1% |