Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 25-1408703 | Accounting | $19,865 |
IVINS, PHILLIPS & BARKER1 year Service code 29 · EIN 52-1229560 | Legal | $8,274 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $152,909 | $329,111-53.5% | $69,779+119.1% | $329,111-53.5% |
| Participation rate | 96.0% | 67.9%+28.2pp | 71.8%+24.2pp | 67.9%+28.2pp |
| Annual return | 919.78% | 16.35%+903.4pp | 12.99%+906.8pp | 16.35%+903.4pp |
| Employer contribution / active EE | $2,118 | $2,303-8.1% | $2,338-9.4% | $2,303-8.1% |
| Participant deferral / active EE | $575 | $3,682-84.4% | $2,931-80.4% | $3,682-84.4% |
| Admin fee / account holder | $2 | $754-99.8% | $4,381-100.0% | $754-99.8% |