Filed May 25, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,291 | $201,779-72.6% | $122,332-54.8% | - |
| Participation rate | 93.9% | 56.6%+37.3pp | 71.6%+22.3pp | - |
| Annual return | 15.27% | 8.40%+6.9pp | 30.27%-15.0pp | - |
| Employer contribution / active EE | $1,305 | $824+58.3% | $4,050-67.8% | - |
| Participant deferral / active EE | $5,243 | $2,052+155.5% | $3,287+59.5% | - |
| Admin fee / account holder | $1 | $7,177-100.0% | $5,478-100.0% | - |