Filed August 7, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$9,650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $41,342 | $36,916+12.0% | $156,551-73.6% | $57,658-28.3% |
| Participation rate | 82.0% | 63.4%+18.5pp | 84.0%-2.1pp | 70.2%+11.7pp |
| Annual return | 6.47% | 12.38%-5.9pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,354 | $1,571+49.9% | $5,501-57.2% | $1,974+19.3% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | -$8 | $82-109.2% | $13,028-100.1% | $95-108.0% |