Filed October 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $97,130 |
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 reported corrective distributions (failed ADP/ACP testing).
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 | $98,006 | $106,264-7.8% | $147,117-33.4% | $77,762+26.0% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 11.24% | 56.94%-45.7pp | 420.54%-409.3pp | 31.27%-20.0pp |
| Employer contribution / active EE | $9,889 | $4,074+142.8% | $4,932+100.5% | $2,728+262.5% |
| Participant deferral / active EE | $5,996 | $8,003-25.1% | $8,065-25.6% | $4,651+28.9% |
| Admin fee / account holder | $169 | $334-49.5% | $12,993-98.7% | $433-61.0% |