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 | $93,434 |
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 | $43,719 | $65,118-32.9% | $76,768-43.1% | $55,727-21.5% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.0%+15.3pp | 70.9%+21.4pp |
| Annual return | 11.51% | -1.27%+12.8pp | 2.43%+9.1pp | 244.94%-233.4pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,321 | $3,688-37.1% | $3,852-39.7% | $3,356-30.8% |
| Admin fee / account holder | $135 | $116+16.9% | $6,676-98.0% | $115+17.6% |