Filed February 7, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $6,287 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,399 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,869 | $78,672-30.3% | $109,163-49.7% | $85,856-36.1% |
| Participation rate | 70.5% | 68.3%+2.2pp | 75.9%-5.4pp | 69.3%+1.1pp |
| Annual return | 12.95% | 25.09%-12.1pp | 25.75%-12.8pp | 318.58%-305.6pp |
| Employer contribution / active EE | $1,343 | $2,734-50.9% | $3,723-63.9% | $2,565-47.6% |
| Participant deferral / active EE | $2,915 | $3,467-15.9% | $4,654-37.4% | $3,952-26.2% |
| Admin fee / account holder | $49 | $5,470-99.1% | $6,754-99.3% | $6,261-99.2% |