Filed February 25, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $147,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$137,824 |
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 | $91,650 | $81,948+11.8% | $90,766+1.0% | $64,824+41.4% |
| Participation rate | 94.9% | 80.5%+14.4pp | 75.7%+19.2pp | 71.5%+23.4pp |
| Annual return | -12.93% | -12.53%-0.4pp | -12.16%-0.8pp | 32.84%-45.8pp |
| Employer contribution / active EE | $4,153 | $3,067+35.4% | $2,922+42.1% | $2,507+65.6% |
| Participant deferral / active EE | $6,047 | $4,844+24.8% | $4,565+32.5% | $4,311+40.3% |
| Admin fee / account holder | $9 | $157-94.4% | $8,446-99.9% | $188-95.3% |