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 | $781,462 |
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 | $40,613 | $47,540-14.6% | $79,591-49.0% | $89,433-54.6% |
| Participation rate | 68.7% | 54.9%+13.8pp | 69.5%-0.8pp | 71.3%-2.5pp |
| Annual return | -13.81% | -8.05%-5.8pp | 0.18%-14.0pp | -11.88%-1.9pp |
| Employer contribution / active EE | $1,132 | $1,122+0.9% | $2,413-53.1% | $3,021-62.5% |
| Participant deferral / active EE | $2,321 | $1,961+18.4% | $3,986-41.8% | $5,125-54.7% |
| Admin fee / account holder | $56 | $59-3.9% | $6,815-99.2% | $79-29.1% |