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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP9+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $19,095 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,208 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,927 | $76,112+9.0% | $96,534-14.1% | $71,511+16.0% |
| Participation rate | 76.4% | 74.4%+2.0pp | 76.0%+0.5pp | 67.9%+8.5pp |
| Annual return | 18.98% | 22.81%-3.8pp | 25.88%-6.9pp | 28.86%-9.9pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,095 | $4,217-50.3% | $4,851-56.8% | $4,291-51.2% |
| Admin fee / account holder | $132 | $2,708-95.1% | $8,253-98.4% | $1,588-91.7% |