Filed December 16, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,022 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,596 | $38,365+107.5% | $84,611-5.9% | $65,185+22.1% |
| Participation rate | 74.2% | 55.7%+18.5pp | 68.2%+6.0pp | 70.2%+4.0pp |
| Annual return | 26.35% | 32.00%-5.6pp | 258.74%-232.4pp | 29.38%-3.0pp |
| Employer contribution / active EE | $3,580 | $1,258+184.4% | $2,652+35.0% | $2,177+64.5% |
| Participant deferral / active EE | $6,587 | $2,278+189.1% | $3,899+69.0% | $3,514+87.5% |
| Admin fee / account holder | $147 | $451-67.5% | $4,912-97.0% | $847-82.7% |