Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $426 |
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 | $47,414 | $56,197-15.6% | $67,652-29.9% | $59,633-20.5% |
| Participation rate | 84.9% | 71.5%+13.4pp | 75.7%+9.2pp | 68.7%+16.2pp |
| Annual return | -2.91% | 18508.10%-18511.0pp | 6625.40%-6628.3pp | 2041.47%-2044.4pp |
| Employer contribution / active EE | $1,186 | $1,615-26.5% | $2,266-47.6% | $2,203-46.1% |
| Participant deferral / active EE | $4,064 | $2,844+42.9% | $3,560+14.2% | $3,192+27.3% |
| Admin fee / account holder | $4 | $3,958-99.9% | $4,821-99.9% | $4,297-99.9% |