Filed June 24, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE2 years Service code 50 · EIN 13-4144565 | Direct Payment | $73,190 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $26,500 |
LINCOLN NATIONAL CORPORATION2 years Service code 15 · EIN 35-0472300 | Recordkeeping | $6,831 |
Service code 16 · EIN 27-4617195 | Consulting | $2,000 |
ALPHAGRAPHICS1 year Filed as: ALPHAGRAPHICS OF MOUNTAINSIDE Service code 38 · EIN 27-4617195 | Participant Communication | $865 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,418 | $44,989-68.0% | $170,435-91.5% | $77,958-81.5% |
| Participation rate | 25.8% | 64.6%-38.8pp | 83.6%-57.8pp | 71.6%-45.8pp |
| Annual return | 15.30% | 19.61%-4.3pp | 205.94%-190.6pp | 20.87%-5.6pp |
| Employer contribution / active EE | $138 | $1,466-90.6% | $5,432-97.5% | $2,310-94.0% |
| Participant deferral / active EE | $384 | $2,208-82.6% | $4,939-92.2% | $3,537-89.1% |
| Admin fee / account holder | $113 | $69+63.9% | $13,881-99.2% | $97+16.1% |