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 | $9 |
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 | $25,187 | $57,976-56.6% | $63,018-60.0% | $62,293-59.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 24.04% | 17.54%+6.5pp | 87.62%-63.6pp | 28.90%-4.9pp |
| Employer contribution / active EE | $2,829 | $2,415+17.1% | $2,761+2.5% | $2,042+38.5% |
| Participant deferral / active EE | $4,791 | $2,956+62.1% | $3,330+43.9% | $3,169+51.2% |
| Admin fee / account holder | $8 | $276-97.0% | $3,601-99.8% | $479-98.3% |