Filed April 4, 2022 (most recent of 2 filings on file)
Total covered: 315 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $171,874 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $27,509 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
AB FUNDS1 year Filed as: AB COLLECTIVE INVESTMENT TRUST SERI Service code 99 1345 AVE OF THE AMERICAS · NEW YORK, NY 10105 | Other Fees | $158 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,098 | $60,545+45.5% | $92,233-4.5% | $69,631+26.5% |
| Participation rate | 97.0% | 72.2%+24.9pp | 76.5%+20.5pp | 70.7%+26.3pp |
| Annual return | 22.87% | 19.71%+3.2pp | 176.28%-153.4pp | 27571.02%-27548.2pp |
| Employer contribution / active EE | $7,586 | $2,633+188.1% | $3,679+106.2% | $2,032+273.3% |
| Participant deferral / active EE | $8,696 | $2,828+207.5% | $3,897+123.2% | $3,224+169.7% |
| Admin fee / account holder | $231 | $145+59.6% | $5,194-95.6% | $110+109.2% |