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 | $9,256 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,292 | $549,947-87.0% | $177,821-59.9% | - |
| Participation rate | 84.8% | 87.8%-3.0pp | 87.7%-2.9pp | - |
| Annual return | 14.83% | 10.27%+4.6pp | 48.32%-33.5pp | - |
| Employer contribution / active EE | $1,825 | $3,110-41.3% | $5,918-69.2% | - |
| Participant deferral / active EE | $2,571 | $4,796-46.4% | $7,714-66.7% | - |
| Admin fee / account holder | $108 | $57,220-99.8% | $12,427-99.1% | - |