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 | $55,287 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,405 | $47,456-80.2% | $172,752-94.6% | $77,775-87.9% |
| Participation rate | 83.4% | 66.3%+17.1pp | 82.6%+0.8pp | 73.2%+10.2pp |
| Annual return | 33.05% | 35.57%-2.5pp | 802.97%-769.9pp | 32.58%+0.5pp |
| Employer contribution / active EE | $1,633 | $1,574+3.8% | $5,144-68.2% | $2,504-34.8% |
| Participant deferral / active EE | $1,658 | $2,560-35.2% | $5,198-68.1% | $3,966-58.2% |
| Admin fee / account holder | $25 | $81-68.5% | $13,955-99.8% | $100-74.5% |