Filed August 7, 2019 (most recent of 4 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TPP RETIREMENT PLAN SPECIALISTS LCC Service code 14 · EIN 20-1301962 | Plan Administrator | $6,810 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,727 | $132,049-23.0% | $200,582-49.3% | $74,304+36.9% |
| Participation rate | 85.2% | 84.1%+1.2pp | 86.9%-1.7pp | 60.3%+24.9pp |
| Annual return | 15.64% | 22.22%-6.6pp | 42.33%-26.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,340 | $4,558-70.6% | $6,419-79.1% | $2,241-40.2% |
| Participant deferral / active EE | $4,085 | $7,213-43.4% | $9,331-56.2% | $3,767+8.4% |
| Admin fee / account holder | $106 | $2,405-95.6% | $16,305-99.3% | $2,969-96.4% |