Filed August 1, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $1,351 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,499 | $52,467-64.7% | $57,196-67.7% | $55,167-66.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 10.26% | 7.72%+2.5pp | 14.59%-4.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $2,280 | $2,477-8.0% | $2,683-15.0% | $1,963+16.2% |
| Participant deferral / active EE | $3,496 | $2,830+23.5% | $3,096+12.9% | $3,054+14.5% |
| Admin fee / account holder | $9 | $269-96.8% | $3,141-99.7% | $504-98.3% |