Filed April 19, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $257,351 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,967 | $48,669-73.4% | $93,654-86.2% | $199,768-93.5% |
| Participation rate | 80.4% | 63.7%+16.7pp | 68.7%+11.7pp | 72.0%+8.4pp |
| Annual return | 24.08% | 15.38%+8.7pp | 133.34%-109.3pp | 34.26%-10.2pp |
| Employer contribution / active EE | $525 | $1,137-53.9% | $2,421-78.3% | $3,037-82.7% |
| Participant deferral / active EE | $2,164 | $2,823-23.3% | $4,413-51.0% | $5,090-57.5% |
| Admin fee / account holder | $102 | $195-47.5% | $8,282-98.8% | $269-62.0% |