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 | $29,908 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $11,820 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,877 | $65,437-62.0% | $86,698-71.3% | $66,949-62.8% |
| Participation rate | 77.9% | 75.5%+2.5pp | 76.6%+1.4pp | 69.8%+8.1pp |
| Annual return | -16.65% | -10.91%-5.7pp | 35.96%-52.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,325 | $2,154-38.5% | $2,837-53.3% | $2,545-48.0% |
| Participant deferral / active EE | $2,600 | $4,102-36.6% | $4,656-44.2% | $4,239-38.7% |
| Admin fee / account holder | $173 | $642-73.1% | $7,492-97.7% | $594-70.9% |