Filed August 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,043 |
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 | $86,487 | $54,355+59.1% | $82,744+4.5% | $68,486+26.3% |
| Participation rate | 91.9% | 63.9%+28.0pp | 72.6%+19.4pp | 67.9%+24.0pp |
| Annual return | -12.05% | -13.67%+1.6pp | 702.22%-714.3pp | -7.85%-4.2pp |
| Employer contribution / active EE | $7,019 | $2,219+216.4% | $3,008+133.3% | $2,597+170.3% |
| Participant deferral / active EE | $9,744 | $3,246+200.1% | $4,395+121.7% | $4,028+141.9% |
| Admin fee / account holder | $162 | $4,397-96.3% | $5,325-97.0% | $5,404-97.0% |