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 | $26,679 |
Service code 49 · EIN 52-2114207 | Other Services | $10,222 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $19,347 | $58,895-67.1% | $178,503-89.2% | $73,497-73.7% |
| Participation rate | 98.6% | 66.2%+32.4pp | 81.9%+16.7pp | 70.7%+27.9pp |
| Annual return | 19.81% | 24.86%-5.1pp | 151.12%-131.3pp | 28.51%-8.7pp |
| Employer contribution / active EE | $1,379 | $2,236-38.3% | $5,011-72.5% | $2,270-39.2% |
| Participant deferral / active EE | $3,381 | $2,567+31.7% | $5,202-35.0% | $3,740-9.6% |
| Admin fee / account holder | $98 | $400-75.4% | $13,987-99.3% | $513-80.8% |