Filed May 29, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,521 |
Service code 49 · EIN 52-2114207 | Other Services | $8,615 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $12,140 | $62,928-80.7% | $172,752-93.0% | $67,579-82.0% |
| Participation rate | 93.4% | 64.5%+29.0pp | 82.6%+10.8pp | 71.3%+22.2pp |
| Annual return | 22.50% | 30.36%-7.9pp | 802.97%-780.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $625 | $1,636-61.8% | $5,144-87.8% | $2,148-70.9% |
| Participant deferral / active EE | $2,112 | $2,145-1.5% | $5,198-59.4% | $3,539-40.3% |
| Admin fee / account holder | $59 | $167-64.5% | $13,955-99.6% | $142-58.4% |