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 | $76,142 |
TRUTINA FINANCIAL2 years Filed as: TRUTINA FINANCIAL LLC Service code 27 · EIN 47-0995939 | Advisory (Plan) | $23,705 |
Filed as: CBIZ ACCOUNTING, TAX Service code 10 · EIN 86-3192990 | Accounting | $20,365 |
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 | $18,560 | $56,638-67.2% | $169,390-89.0% | $74,460-75.1% |
| Participation rate | 95.7% | 67.5%+28.1pp | 77.2%+18.5pp | 70.7%+24.9pp |
| Annual return | 24.08% | 24.75%-0.7pp | 406.07%-382.0pp | 34.38%-10.3pp |
| Employer contribution / active EE | $1,804 | $2,027-11.0% | $4,013-55.0% | $2,638-31.6% |
| Participant deferral / active EE | $4,364 | $4,223+3.3% | $6,222-29.9% | $4,530-3.7% |
| Admin fee / account holder | $147 | $307-52.0% | $9,015-98.4% | $348-57.7% |