Filed January 23, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,067 | $38,969+54.1% | $109,313-45.0% | $55,167+8.9% |
| Participation rate | 39.2% | 58.2%-19.0pp | 71.3%-32.1pp | 69.0%-29.8pp |
| Annual return | 6.97% | 8.26%-1.3pp | 22.07%-15.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $474 | $1,227-61.3% | $3,892-87.8% | $1,963-75.8% |
| Participant deferral / active EE | $1,705 | $2,176-21.7% | $3,166-46.2% | $3,054-44.2% |
| Admin fee / account holder | $25 | $501-95.1% | $5,666-99.6% | $504-95.1% |