Filed October 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $95,646 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,326 | $106,749+17.4% | $145,433-13.8% | $82,448+52.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.99% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $10,921 | $3,444+217.1% | $4,554+139.8% | $2,551+328.1% |
| Participant deferral / active EE | $12,206 | $6,519+87.2% | $7,897+54.6% | $4,139+194.9% |
| Admin fee / account holder | $236 | $8,390-97.2% | $13,129-98.2% | $7,234-96.7% |