Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 ONE RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $6,992 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,350 | $84,487-2.5% | $125,339-34.3% | $66,914+23.1% |
| Participation rate | 96.8% | 76.4%+20.4pp | 82.4%+14.4pp | 69.8%+27.0pp |
| Annual return | -13.58% | -8.39%-5.2pp | 572.05%-585.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $3,553 | $3,5530% | $4,814-26.2% | $2,544+39.6% |
| Participant deferral / active EE | $9,908 | $6,781+46.1% | $7,446+33.1% | $4,237+133.8% |
| Admin fee / account holder | $19 | $685-97.2% | $10,010-99.8% | $593-96.8% |