Filed August 12, 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 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 | $101,591-32.2% | $147,096-53.2% | $74,429-7.5% |
| Participation rate | 89.4% | 75.5%+13.8pp | 82.2%+7.2pp | 67.2%+22.1pp |
| Annual return | 26.52% | 8746.45%-8719.9pp | 419.75%-393.2pp | 1368.38%-1341.9pp |
| Employer contribution / active EE | $12,390 | $3,813+225.0% | $4,936+151.0% | $2,625+372.0% |
| Participant deferral / active EE | $9,971 | $7,302+36.5% | $8,071+23.5% | $4,348+129.3% |
| Admin fee / account holder | $265 | $1,750-84.9% | $13,005-98.0% | $1,944-86.4% |