Filed December 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $14,501 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,432 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,785 | $56,640-68.6% | $78,002-77.2% | $55,167-67.8% |
| Participation rate | 73.7% | 73.3%+0.3pp | 75.5%-1.9pp | 69.0%+4.7pp |
| Annual return | 6.88% | 2868.48%-2861.6pp | 425.99%-419.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $501 | $1,724-70.9% | $2,470-79.7% | $1,963-74.5% |
| Participant deferral / active EE | $1,220 | $2,778-56.1% | $3,497-65.1% | $3,054-60.1% |
| Admin fee / account holder | $75 | $467-83.9% | $5,481-98.6% | $504-85.1% |