Filed July 1, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $116,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,150 | $33,283-15.4% | $77,513-63.7% | $93,223-69.8% |
| Participation rate | 14.4% | 33.8%-19.4pp | 54.2%-39.8pp | 74.9%-60.5pp |
| Annual return | 14.13% | 16.24%-2.1pp | 54.81%-40.7pp | 19.29%-5.2pp |
| Employer contribution / active EE | $24 | $311-92.2% | $987-97.5% | $2,680-99.1% |
| Participant deferral / active EE | $404 | $886-54.5% | $1,861-78.3% | $4,563-91.2% |
| Admin fee / account holder | $82 | $97-15.1% | $2,859-97.1% | $79+4.0% |