Filed December 22, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $434,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $64,582 | $55,785+15.8% | $96,583-33.1% | $106,520-39.4% |
| Participation rate | 46.2% | 53.4%-7.2pp | 69.8%-23.6pp | 71.3%-25.1pp |
| Annual return | 14.00% | 17.66%-3.7pp | 37.79%-23.8pp | 19.28%-5.3pp |
| Employer contribution / active EE | $1,646 | $1,042+58.0% | $2,357-30.2% | $2,840-42.0% |
| Participant deferral / active EE | $1,883 | $1,782+5.7% | $3,850-51.1% | $4,948-61.9% |
| Admin fee / account holder | $62 | $59+5.0% | $6,184-99.0% | $75-17.3% |