Filed June 19, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,825 |
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 | $72,808 | $185,342-60.7% | $111,308-34.6% | $86,821-16.1% |
| Participation rate | 99.5% | 81.0%+18.6pp | 77.3%+22.2pp | 72.3%+27.2pp |
| Annual return | 18.43% | 500.80%-482.4pp | 54.67%-36.2pp | 97.94%-79.5pp |
| Employer contribution / active EE | $1,610 | $2,246-28.3% | $2,732-41.1% | $2,406-33.1% |
| Participant deferral / active EE | $3,782 | $4,458-15.2% | $4,487-15.7% | $4,132-8.5% |
| Admin fee / account holder | $10 | $255-96.2% | $7,965-99.9% | $170-94.3% |