Filed May 25, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 25-1408703 | Accounting | $10,820 |
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 | $131,290 | $70,083+87.3% | $59,883+119.2% | $55,725+135.6% |
| Participation rate | 98.5% | 78.4%+20.2pp | 74.7%+23.8pp | 70.9%+27.7pp |
| Annual return | -2.43% | 3.13%-5.6pp | 3.46%-5.9pp | 244.93%-247.4pp |
| Employer contribution / active EE | $3,167 | $2,878+10.0% | $2,722+16.3% | $2,078+52.4% |
| Participant deferral / active EE | $3,550 | $3,079+15.3% | $3,402+4.4% | $3,356+5.8% |
| Admin fee / account holder | $30 | $70-57.1% | $3,591-99.2% | $115-73.8% |