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 | $82,990 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,364 | $45,000-52.5% | $143,799-85.1% | $77,906-72.6% |
| Participation rate | 77.4% | 66.8%+10.6pp | 80.3%-2.9pp | 73.7%+3.7pp |
| Annual return | -14.55% | 29.03%-43.6pp | -0.04%-14.5pp | 12.16%-26.7pp |
| Employer contribution / active EE | $1,816 | $1,870-2.9% | $4,952-63.3% | $2,846-36.2% |
| Participant deferral / active EE | $2,451 | $3,157-22.4% | $5,638-56.5% | $4,805-49.0% |
| Admin fee / account holder | $47 | $98-52.2% | $14,677-99.7% | $133-64.5% |