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 | $65,363 |
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 | $12,677 | $56,095-77.4% | $178,499-92.9% | $90,274-86.0% |
| Participation rate | 82.5% | 65.6%+16.9pp | 81.9%+0.5pp | 73.4%+9.1pp |
| Annual return | 20.67% | 28.81%-8.1pp | 151.10%-130.4pp | 53.97%-33.3pp |
| Employer contribution / active EE | $1,816 | $1,572+15.5% | $5,011-63.8% | $2,523-28.0% |
| Participant deferral / active EE | $1,925 | $2,669-27.9% | $5,202-63.0% | $4,231-54.5% |
| Admin fee / account holder | $27 | $101-72.9% | $13,986-99.8% | $114-76.1% |