Filed May 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE AUDIT GROUP PLLC1+ years Service code 10 · EIN 46-1340244 | Accounting | $5,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,777 | $57,096+71.3% | $94,229+3.8% | $55,191+77.2% |
| Participation rate | 55.3% | 75.7%-20.4pp | 78.8%-23.5pp | 69.2%-13.9pp |
| Annual return | 0.38% | 159.65%-159.3pp | 10.68%-10.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $978 | $1,708-42.8% | $3,587-72.7% | $1,899-48.5% |
| Participant deferral / active EE | $3,116 | $3,165-1.5% | $4,320-27.9% | $3,046+2.3% |
| Admin fee / account holder | $48 | $89-46.1% | $6,269-99.2% | $91-47.0% |