Filed August 12, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $48,194 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,853 | $101,499-32.2% | $147,005-53.2% | $74,546-7.6% |
| Participation rate | 89.4% | 75.5%+13.8pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 26.52% | 8732.34%-8705.8pp | 418.76%-392.2pp | 1366.03%-1339.5pp |
| Employer contribution / active EE | $12,390 | $3,811+225.1% | $4,934+151.1% | $2,624+372.1% |
| Participant deferral / active EE | $9,971 | $7,304+36.5% | $8,070+23.6% | $4,347+129.4% |
| Admin fee / account holder | $265 | $1,748-84.9% | $13,006-98.0% | $1,944-86.4% |