Filed January 15, 2020 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,947 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $9,380 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $165,880 | $72,486+128.8% | $87,103+90.4% | $72,976+127.3% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 35.97% | 24.46%+11.5pp | 28.19%+7.8pp | 81.02%-45.0pp |
| Employer contribution / active EE | $2,402 | $1,894+26.8% | $2,521-4.7% | $2,440-1.5% |
| Participant deferral / active EE | $3,521 | $3,270+7.7% | $4,049-13.0% | $3,608-2.4% |
| Admin fee / account holder | $272 | $5,055-94.6% | $7,491-96.4% | $5,124-94.7% |