Filed June 12, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,855 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,257 | $107,378-75.5% | $108,579-75.8% | $57,658-54.5% |
| Participation rate | 91.1% | 77.1%+14.0pp | 79.6%+11.5pp | 70.2%+20.8pp |
| Annual return | 9.92% | 12.80%-2.9pp | -51.70%+61.6pp | 5.13%+4.8pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,660 | $3,221-17.4% | $4,311-38.3% | $3,061-13.1% |
| Admin fee / account holder | $113 | $108+4.0% | $7,645-98.5% | $95+19.4% |