Filed December 18, 2023 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $93,585 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,437 | $39,973+58.7% | $79,591-20.3% | $77,906-18.6% |
| Participation rate | 96.2% | 64.6%+31.6pp | 69.5%+26.7pp | 73.7%+22.5pp |
| Annual return | -14.22% | 3.42%-17.6pp | 0.18%-14.4pp | 12.16%-26.4pp |
| Employer contribution / active EE | $3,333 | $1,088+206.4% | $2,413+38.1% | $2,846+17.1% |
| Participant deferral / active EE | $4,444 | $2,774+60.2% | $3,986+11.5% | $4,805-7.5% |
| Admin fee / account holder | $26 | $113-76.7% | $6,815-99.6% | $133-80.1% |