Filed March 19, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $77,353 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,455 | $69,305-31.5% | $82,312-42.3% | $69,634-31.9% |
| Participation rate | 93.0% | 80.3%+12.8pp | 76.9%+16.1pp | 70.7%+22.3pp |
| Annual return | 26.48% | 21.47%+5.0pp | 25.88%+0.6pp | 27572.26%-27545.8pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,119 | $3,568-40.6% | $3,706-42.8% | $3,224-34.3% |
| Admin fee / account holder | $136 | $97+39.9% | $5,608-97.6% | $110+23.1% |