Filed November 21, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,488 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $5,282 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,650 | $53,901+27.4% | $134,155-48.8% | $73,493-6.6% |
| Participation rate | 84.3% | 62.8%+21.5pp | 72.2%+12.1pp | 70.7%+13.6pp |
| Annual return | 15.96% | 15.82%+0.1pp | 36.34%-20.4pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,474 | $1,458+1.1% | $3,705-60.2% | $2,270-35.1% |
| Participant deferral / active EE | $4,331 | $2,739+58.1% | $3,500+23.8% | $3,740+15.8% |
| Admin fee / account holder | $179 | $581-69.1% | $6,685-97.3% | $513-65.1% |