Filed June 9, 2021
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,563 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,597 | $51,620-62.0% | $90,324-78.3% | $65,186-69.9% |
| Participation rate | 75.2% | 68.6%+6.6pp | 73.3%+1.9pp | 70.2%+5.0pp |
| Annual return | 22.42% | 24.94%-2.5pp | 78.15%-55.7pp | 29.39%-7.0pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,856-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,107 | $2,871-26.6% | $3,885-45.8% | $3,514-40.1% |
| Admin fee / account holder | $58 | $384-84.8% | $5,356-98.9% | $847-93.1% |