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 | $36,777 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $16,174 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,530 | $84,936+278.6% | $111,308+188.9% | $79,391+305.0% |
| Participation rate | 93.8% | 75.9%+17.9pp | 77.3%+16.5pp | 70.7%+23.1pp |
| Annual return | 103.97% | 17.45%+86.5pp | 54.67%+49.3pp | 116.88%-12.9pp |
| Employer contribution / active EE | $13,322 | $1,979+573.1% | $2,732+387.7% | $2,428+448.7% |
| Participant deferral / active EE | $3,808 | $3,888-2.1% | $4,487-15.1% | $4,046-5.9% |
| Admin fee / account holder | $250 | $537-53.4% | $7,965-96.9% | $627-60.1% |