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 | $47,838 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $22,023 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,719 | $76,050+415.1% | $96,544+305.7% | $71,457+448.2% |
| Participation rate | 98.1% | 74.4%+23.7pp | 76.0%+22.1pp | 67.9%+30.2pp |
| Annual return | 17.92% | 22.81%-4.9pp | 25.84%-7.9pp | 28.85%-10.9pp |
| Employer contribution / active EE | $21,542 | $2,244+859.9% | $2,965+626.6% | $2,588+732.5% |
| Participant deferral / active EE | $5,518 | $4,215+30.9% | $4,851+13.7% | $4,289+28.7% |
| Admin fee / account holder | $233 | $2,707-91.4% | $8,252-97.2% | $1,587-85.3% |