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 | $122,477 |
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 | $48,871 | $79,519-38.5% | $95,968-49.1% | $73,415-33.4% |
| Participation rate | 93.5% | 81.2%+12.4pp | 77.1%+16.5pp | 72.2%+21.4pp |
| Annual return | 17.66% | 19.20%-1.5pp | 91.65%-74.0pp | 59.30%-41.6pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,542-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,589 | $4,138-37.4% | $4,167-37.9% | $3,806-32.0% |
| Admin fee / account holder | $147 | $184-20.1% | $6,798-97.8% | $158-6.8% |