Filed June 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLARK NUBER2 years Service code 10 · EIN 91-1194016 | Accounting | $13,100 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC Service code 27 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Advisory (Plan) | $7,831 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,119 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,753 | $62,267+7.2% | $110,241-39.4% | $55,725+19.8% |
| Participation rate | 83.5% | 78.1%+5.4pp | 79.8%+3.7pp | 70.9%+12.7pp |
| Annual return | -6.70% | -1.07%-5.6pp | 314.75%-321.4pp | 244.93%-251.6pp |
| Employer contribution / active EE | $2,901 | $1,941+49.4% | $3,827-24.2% | $2,078+39.6% |
| Participant deferral / active EE | $10,082 | $3,516+186.7% | $4,672+115.8% | $3,356+200.5% |
| Admin fee / account holder | $172 | $121+42.5% | $8,548-98.0% | $115+49.6% |