Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $880 |
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).
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 | $51,168 | $57,976-11.7% | $63,018-18.8% | $62,293-17.9% |
| Participation rate | 37.5% | 75.9%-38.4pp | 74.8%-37.3pp | 69.5%-32.0pp |
| Annual return | 13.25% | 17.54%-4.3pp | 87.63%-74.4pp | 28.90%-15.6pp |
| Employer contribution / active EE | $749 | $2,415-69.0% | $2,761-72.9% | $2,042-63.3% |
| Participant deferral / active EE | $1,495 | $2,956-49.4% | $3,330-55.1% | $3,169-52.8% |
| Admin fee / account holder | $25 | $276-91.0% | $3,601-99.3% | $479-94.8% |