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 | $301 |
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 | $17,480 | $31,388-44.3% | $73,550-76.2% | $62,293-71.9% |
| Participation rate | 48.0% | 39.9%+8.2pp | 54.9%-6.9pp | 69.5%-21.5pp |
| Annual return | 28.13% | 25.34%+2.8pp | -15.16%+43.3pp | 28.90%-0.8pp |
| Employer contribution / active EE | $1,676 | $498+236.5% | $1,219+37.4% | $2,042-17.9% |
| Participant deferral / active EE | $2,272 | $1,028+120.9% | $1,804+25.9% | $3,169-28.3% |
| Admin fee / account holder | $96 | $299-68.1% | $2,320-95.9% | $479-80.1% |