Filed May 29, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,205 | $46,732-65.3% | $156,551-89.6% | $55,167-70.6% |
| Participation rate | 46.7% | 65.8%-19.1pp | 84.0%-37.3pp | 69.0%-22.3pp |
| Annual return | 7.16% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $509 | $2,105-75.8% | $5,501-90.7% | $1,963-74.1% |
| Participant deferral / active EE | $1,177 | $2,204-46.6% | $4,871-75.8% | $3,054-61.5% |
| Admin fee / account holder | $8 | $418-98.0% | $13,028-99.9% | $504-98.3% |