Filed January 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,519 | $56,152-35.0% | $185,827-80.3% | $73,412-50.3% |
| Participation rate | 43.4% | 67.6%-24.2pp | 78.0%-34.6pp | 72.2%-28.8pp |
| Annual return | 17.66% | 17.59%+0.1pp | 35.96%-18.3pp | 59.30%-41.6pp |
| Employer contribution / active EE | $655 | $1,532-57.3% | $4,087-84.0% | $2,234-70.7% |
| Participant deferral / active EE | $1,639 | $3,659-55.2% | $5,633-70.9% | $3,806-56.9% |
| Admin fee / account holder | $28 | $132-78.7% | $9,502-99.7% | $158-82.2% |