Filed October 27, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,922 |
MARCUM LLP4 years Filed as: MARCUM WEALTH LLC Service code 27 · EIN 20-2317470 | Advisory (Plan) | $20,149 |
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.
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 | $18,912 | $54,213-65.1% | $93,696-79.8% | $77,736-75.7% |
| Participation rate | 84.4% | 64.0%+20.4pp | 68.7%+15.6pp | 70.6%+13.8pp |
| Annual return | 20.39% | 30.55%-10.2pp | 133.74%-113.4pp | 31.26%-10.9pp |
| Employer contribution / active EE | $229 | $1,168-80.4% | $2,422-90.5% | $2,728-91.6% |
| Participant deferral / active EE | $3,138 | $3,145-0.2% | $4,417-28.9% | $4,651-32.5% |
| Admin fee / account holder | $126 | $575-78.0% | $8,287-98.5% | $433-70.8% |