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 | $81,053 |
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 | $24,683 | $50,151-50.8% | $149,717-83.5% | $80,149-69.2% |
| Participation rate | 80.3% | 64.3%+16.0pp | 78.8%+1.5pp | 72.9%+7.3pp |
| Annual return | 16.73% | 29.80%-13.1pp | 134.41%-117.7pp | 40.39%-23.7pp |
| Employer contribution / active EE | $1,334 | $1,867-28.5% | $4,820-72.3% | $2,977-55.2% |
| Participant deferral / active EE | $2,784 | $3,194-12.8% | $5,682-51.0% | $5,015-44.5% |
| Admin fee / account holder | $44 | $153-71.3% | $13,213-99.7% | $145-69.7% |