Filed January 9, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,886 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,364 | $45,382-88.2% | $154,111-96.5% | $75,289-92.9% |
| Participation rate | 83.8% | 65.9%+17.9pp | 83.0%+0.8pp | 72.4%+11.4pp |
| Annual return | 48.14% | -0.47%+48.6pp | 735.18%-687.0pp | -0.04%+48.2pp |
| Employer contribution / active EE | $1,748 | $1,533+14.0% | $5,298-67.0% | $2,405-27.3% |
| Participant deferral / active EE | $1,540 | $2,384-35.4% | $5,081-69.7% | $3,739-58.8% |
| Admin fee / account holder | $11 | $89-87.9% | $13,411-99.9% | $102-89.5% |