Filed January 11, 2023
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,272 | $81,301-40.6% | $76,030-36.5% | $200,096-75.9% |
| Participation rate | 35.9% | 70.1%-34.1pp | 69.1%-33.1pp | 72.0%-36.1pp |
| Annual return | 15.83% | 16.31%-0.5pp | 361.54%-345.7pp | 34.26%-18.4pp |
| Employer contribution / active EE | $456 | $3,352-86.4% | $2,688-83.0% | $3,038-85.0% |
| Participant deferral / active EE | $1,753 | $4,721-62.9% | $4,257-58.8% | $5,090-65.6% |
| Admin fee / account holder | $24 | $145-83.8% | $6,421-99.6% | $269-91.3% |