Filed January 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,598 |
Service code 27 · EIN 51-6041053 | Advisory (Plan) | $20,157 |
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 | $64,784 | $61,172+5.9% | $185,851-65.1% | $79,389-18.4% |
| Participation rate | 97.5% | 66.6%+30.9pp | 81.7%+15.8pp | 70.7%+26.8pp |
| Annual return | 20.36% | 19.45%+0.9pp | 122.11%-101.7pp | 116.89%-96.5pp |
| Employer contribution / active EE | $1,738 | $2,321-25.1% | $5,168-66.4% | $2,428-28.4% |
| Participant deferral / active EE | $3,902 | $2,788+40.0% | $5,569-29.9% | $4,046-3.6% |
| Admin fee / account holder | $234 | $710-67.0% | $16,245-98.6% | $626-62.6% |