Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.1+ years Service code 15 · EIN 27-6266021 | Recordkeeping | $46,779 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,402 | $37,039+76.6% | $147,617-55.7% | $59,188+10.5% |
| Participation rate | 54.9% | 63.8%-8.8pp | 84.6%-29.7pp | 69.4%-14.5pp |
| Annual return | 0.63% | 7.19%-6.6pp | 61.98%-61.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,522 | $2,094+20.5% | $4,895-48.5% | $3,265-22.7% |
| Admin fee / account holder | $57 | $60-5.7% | $11,612-99.5% | $92-38.4% |