Filed January 4, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,109 |
Service code 27 · EIN 20-5122562 | Advisory (Plan) | $35,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,723 | $50,919+19.3% | $155,556-61.0% | $77,762-21.9% |
| Participation rate | 30.4% | 63.1%-32.6pp | 78.2%-47.8pp | 70.6%-40.1pp |
| Annual return | 15.36% | 34.84%-19.5pp | 64.84%-49.5pp | 31.27%-15.9pp |
| Employer contribution / active EE | $299 | $1,991-85.0% | $4,675-93.6% | $2,728-89.0% |
| Participant deferral / active EE | $1,867 | $2,824-33.9% | $5,631-66.8% | $4,651-59.9% |
| Admin fee / account holder | $227 | $437-48.0% | $15,885-98.6% | $433-47.6% |