Filed August 7, 2019 (most recent of 4 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TPP RETIREMENT PLAN SPECIALISTS LCC Service code 14 · EIN 20-1301962 | Plan Administrator | $8,134 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,849 | $102,661-36.8% | $151,639-57.2% | $66,938-3.1% |
| Participation rate | 90.3% | 85.5%+4.8pp | 87.5%+2.8pp | 69.8%+20.5pp |
| Annual return | -17.30% | -10.81%-6.5pp | 3.34%-20.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,201 | $4,184-71.3% | $6,165-80.5% | $2,545-52.8% |
| Participant deferral / active EE | $3,566 | $6,645-46.3% | $8,363-57.4% | $4,238-15.9% |
| Admin fee / account holder | $111 | $630-82.3% | $11,613-99.0% | $594-81.2% |