Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,188 | $54,320+36.6% | $67,652+9.7% | $52,331+41.8% |
| Participation rate | 56.6% | 73.6%-17.0pp | 75.7%-19.1pp | 68.1%-11.5pp |
| Annual return | -6.02% | 6.81%-12.8pp | 6625.40%-6631.4pp | 4.54%-10.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,684 | $2,950-42.9% | $3,560-52.7% | $3,022-44.3% |
| Admin fee / account holder | $5 | $527-99.0% | $4,821-99.9% | $592-99.1% |