Filed May 19, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $149,476 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $84,081 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,485 | $82,163-76.3% | $125,381-84.5% | $64,819-69.9% |
| Participation rate | 94.4% | 77.9%+16.5pp | 82.4%+12.1pp | 71.5%+23.0pp |
| Annual return | -14.18% | 3.49%-17.7pp | 572.31%-586.5pp | 32.84%-47.0pp |
| Employer contribution / active EE | $778 | $3,616-78.5% | $4,815-83.9% | $2,507-69.0% |
| Participant deferral / active EE | $4,783 | $7,175-33.3% | $7,448-35.8% | $4,311+10.9% |
| Admin fee / account holder | $235 | $163+43.8% | $10,007-97.7% | $188+25.0% |