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 | $98,220 |
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 | $39,886 | $73,404-45.7% | $87,102-54.2% | $67,584-41.0% |
| Participation rate | 92.7% | 80.9%+11.9pp | 76.9%+15.9pp | 71.3%+21.5pp |
| Annual return | 21.42% | 48.29%-26.9pp | 28.19%-6.8pp | 378.59%-357.2pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,004 | $3,913-48.8% | $4,048-50.5% | $3,540-43.4% |
| Admin fee / account holder | $110 | $142-22.1% | $7,493-98.5% | $142-22.5% |