Filed June 9, 2021
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,696 |
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 | $21,608 | $66,124-67.3% | $90,461-76.1% | $73,497-70.6% |
| Participation rate | 80.0% | 69.7%+10.3pp | 72.7%+7.3pp | 70.7%+9.3pp |
| Annual return | 15.94% | 17.65%-1.7pp | 1294.76%-1278.8pp | 28.51%-12.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,939 | $3,039-36.2% | $3,964-51.1% | $3,740-48.2% |
| Admin fee / account holder | $31 | $396-92.2% | $5,617-99.4% | $513-94.0% |