Filed October 27, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $152,148 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,524 | $65,908+101.1% | $81,812+62.0% | $77,643+70.7% |
| Participation rate | 96.3% | 65.8%+30.5pp | 72.3%+23.9pp | 70.6%+25.7pp |
| Annual return | 13.06% | 26.64%-13.6pp | 773.79%-760.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $5,511 | $2,370+132.5% | $2,912+89.2% | $2,726+102.2% |
| Participant deferral / active EE | $12,266 | $3,505+249.9% | $4,319+184.0% | $4,647+163.9% |
| Admin fee / account holder | $104 | $526-80.2% | $7,386-98.6% | $430-75.8% |