Filed May 19, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,396 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $52,729 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,797 | $127,481-91.5% | $149,730-92.8% | $90,274-88.0% |
| Participation rate | 93.9% | 78.2%+15.7pp | 82.5%+11.5pp | 73.4%+20.6pp |
| Annual return | 25.01% | 57.78%-32.8pp | 276.70%-251.7pp | 53.97%-29.0pp |
| Employer contribution / active EE | $400 | $3,448-88.4% | $4,645-91.4% | $2,523-84.1% |
| Participant deferral / active EE | $2,447 | $6,975-64.9% | $6,843-64.2% | $4,231-42.2% |
| Admin fee / account holder | $104 | $152-31.4% | $9,310-98.9% | $114-8.8% |