Filed December 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,901 |
Service code 27 · EIN 46-2394834 | Advisory (Plan) | $8,301 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,541 | $50,919-83.2% | $155,556-94.5% | $77,762-89.0% |
| Participation rate | 81.4% | 63.1%+18.3pp | 78.2%+3.1pp | 70.6%+10.8pp |
| Annual return | 13.35% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-17.9pp |
| Employer contribution / active EE | $1,148 | $1,991-42.3% | $4,675-75.4% | $2,728-57.9% |
| Participant deferral / active EE | $742 | $2,824-73.7% | $5,631-86.8% | $4,651-84.0% |
| Admin fee / account holder | $144 | $437-67.1% | $15,885-99.1% | $433-66.8% |