Filed April 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,129 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $17,117 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 | Contract Administrator | $7,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,860 | $84,482-41.0% | $125,363-60.2% | $66,930-25.5% |
| Participation rate | 67.0% | 76.4%-9.4pp | 82.4%-15.3pp | 69.8%-2.8pp |
| Annual return | -15.02% | -8.49%-6.5pp | 572.15%-587.2pp | 1.57%-16.6pp |
| Employer contribution / active EE | $2,513 | $3,553-29.3% | $4,815-47.8% | $2,545-1.2% |
| Participant deferral / active EE | $5,202 | $6,782-23.3% | $7,447-30.1% | $4,238+22.8% |
| Admin fee / account holder | $264 | $685-61.4% | $10,005-97.4% | $593-55.5% |