Filed December 16, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,719 |
TRUTINA FINANCIAL1 year Filed as: TRUTINA FINANCIAL LLC Service code 27 · EIN 47-0995939 | Advisory (Plan) | $20,901 |
Filed as: CBIZ BERNSTON PORTER Service code 10 · EIN 86-3192990 | Accounting | $6,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,443 | $50,458-69.4% | $160,009-90.3% | $64,819-76.2% |
| Participation rate | 96.7% | 68.0%+28.7pp | 78.0%+18.8pp | 71.5%+25.3pp |
| Annual return | -15.93% | -13.42%-2.5pp | 408.85%-424.8pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,872 | $1,722+8.7% | $4,225-55.7% | $2,507-25.3% |
| Participant deferral / active EE | $4,491 | $4,004+12.2% | $6,183-27.4% | $4,311+4.2% |
| Admin fee / account holder | $133 | $706-81.1% | $8,715-98.5% | $188-29.1% |