Filed January 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,449 |
Service code 27 · EIN 51-6041053 | Advisory (Plan) | $14,394 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,995 | $58,895-8.3% | $178,503-69.8% | $73,497-26.5% |
| Participation rate | 96.6% | 66.2%+30.3pp | 81.9%+14.6pp | 70.7%+25.9pp |
| Annual return | 17.84% | 24.86%-7.0pp | 151.12%-133.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,669 | $2,236-25.3% | $5,011-66.7% | $2,270-26.5% |
| Participant deferral / active EE | $3,206 | $2,567+24.9% | $5,202-38.4% | $3,740-14.3% |
| Admin fee / account holder | $183 | $400-54.4% | $13,987-98.7% | $513-64.4% |