Filed August 29, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 26-4311657 | Other Fees | $12,765 |
REHMANN ROBSON1 year Service code 99 · EIN 38-3635706 | Other Fees | $10,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,480 |
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 | $106,683 | $122,063-12.6% | $184,256-42.1% | $74,478+43.2% |
| Participation rate | 99.6% | 85.5%+14.1pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 14.94% | 19.92%-5.0pp | 28.85%-13.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $6,401 | $4,539+41.0% | $6,427-0.4% | $2,626+143.7% |
| Participant deferral / active EE | $5,186 | $7,144-27.4% | $9,133-43.2% | $4,350+19.2% |
| Admin fee / account holder | $114 | $1,253-90.9% | $13,899-99.2% | $1,946-94.2% |