Filed November 2, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,605 |
Service code 49 · EIN 41-0944586 | Other Services | $5,467 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,157 | $79,523-82.2% | $140,019-89.9% | $56,287-74.8% |
| Participation rate | 81.5% | 85.7%-4.2pp | 87.5%-6.0pp | 69.9%+11.7pp |
| Annual return | 7.45% | 2.39%+5.1pp | 651.15%-643.7pp | -9.96%+17.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,333 | $5,129+4.0% | $6,927-23.0% | $3,350+59.2% |
| Admin fee / account holder | $94 | $614-84.6% | $10,705-99.1% | $521-81.9% |