Filed January 17, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 35-0472300 | Plan Administrator | $738 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $110,407 | $87,834+25.7% | $133,975-17.6% | $62,881+75.6% |
| Participation rate | 79.8% | 83.4%-3.6pp | 87.1%-7.3pp | 69.3%+10.5pp |
| Annual return | 7.40% | 12.05%-4.6pp | 29.29%-21.9pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,108 | $3,482-39.5% | $5,211-59.6% | $2,281-7.6% |
| Participant deferral / active EE | $7,071 | $4,812+47.0% | $6,282+12.6% | $3,203+120.8% |
| Admin fee / account holder | $7 | $5,372-99.9% | $9,324-99.9% | $4,296-99.8% |