Filed March 10, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-2656306 | Recordkeeping | $33,710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,064 | $55,453+10.1% | $170,435-64.2% | $62,293-2.0% |
| Participation rate | 18.7% | 66.4%-47.7pp | 83.6%-64.9pp | 69.5%-50.9pp |
| Annual return | 16.60% | 21.38%-4.8pp | 205.94%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,889 | $2,303-18.0% | $4,939-61.8% | $3,169-40.4% |
| Admin fee / account holder | $224 | $455-50.8% | $13,881-98.4% | $479-53.3% |