Filed January 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LAMETTRYS1 year Service code 99 · EIN 11-1000111 | Other Fees | $54,394 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $29,950 |
Filed as: BOECKERMANN Service code 99 · EIN 22-2000222 | Other Fees | $6,000 |
Service code 99 · EIN 71-0294708 | Other Fees | $2,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,297 | $51,620+22.6% | $90,300-29.9% | $65,185-2.9% |
| Participation rate | 99.1% | 68.6%+30.5pp | 73.3%+25.8pp | 70.2%+28.9pp |
| Annual return | 28.89% | 24.94%+4.0pp | 78.11%-49.2pp | 29.38%-0.5pp |
| Employer contribution / active EE | $1,546 | $2,235-30.8% | $2,854-45.8% | $2,177-29.0% |
| Participant deferral / active EE | $5,409 | $2,871+88.4% | $3,884+39.2% | $3,514+53.9% |
| Admin fee / account holder | $227 | $384-41.0% | $5,353-95.8% | $847-73.2% |