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 | $27,513 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $12,123 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,018 | $78,422+183.1% | $95,952+131.4% | $79,858+178.0% |
| Participation rate | 93.2% | 73.5%+19.7pp | 77.1%+16.1pp | 69.6%+23.5pp |
| Annual return | 37.83% | 19.37%+18.5pp | 91.61%-53.8pp | 31.71%+6.1pp |
| Employer contribution / active EE | $2,249 | $1,945+15.6% | $2,541-11.5% | $2,471-9.0% |
| Participant deferral / active EE | $3,576 | $3,440+4.0% | $4,167-14.2% | $3,740-4.4% |
| Admin fee / account holder | $272 | $5,622-95.2% | $6,795-96.0% | $5,306-94.9% |