Filed May 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE AUDIT GROUP PLLC1 year Filed as: THE AUDIT GROUP, P.L.L.C. Service code 10 · EIN 46-1340244 | Accounting | $5,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,775 |
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 | $106,305 | $107,378-1.0% | $108,582-2.1% | $57,658+84.4% |
| Participation rate | 56.2% | 77.1%-20.9pp | 79.6%-23.4pp | 70.2%-14.0pp |
| Annual return | 6.29% | 12.80%-6.5pp | -51.70%+58.0pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,068 | $1,782-40.1% | $3,758-71.6% | $1,974-45.9% |
| Participant deferral / active EE | $3,173 | $3,221-1.5% | $4,311-26.4% | $3,061+3.7% |
| Admin fee / account holder | $65 | $108-40.0% | $7,645-99.1% | $95-31.1% |