Filed April 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,871 | $25,723-42.2% | $69,182-78.5% | $55,167-73.0% |
| Participation rate | 37.3% | 39.4%-2.1pp | 55.1%-17.8pp | 69.0%-31.7pp |
| Annual return | 9.34% | 9.56%-0.2pp | -21.93%+31.3pp | 169.23%-159.9pp |
| Employer contribution / active EE | $770 | $480+60.3% | $1,206-36.2% | $1,963-60.8% |
| Participant deferral / active EE | $1,244 | $963+29.1% | $1,897-34.4% | $3,054-59.3% |
| Admin fee / account holder | $94 | $365-74.1% | $2,697-96.5% | $504-81.3% |