Filed October 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,827 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,973 | $82,188-16.1% | $125,391-45.0% | $64,824+6.4% |
| Participation rate | 86.1% | 77.9%+8.2pp | 82.4%+3.8pp | 71.5%+14.7pp |
| Annual return | -14.20% | 3.50%-17.7pp | 572.41%-586.6pp | 32.84%-47.0pp |
| Employer contribution / active EE | $6,608 | $3,617+82.7% | $4,816+37.2% | $2,507+163.6% |
| Participant deferral / active EE | $4,320 | $7,177-39.8% | $7,448-42.0% | $4,311+0.2% |
| Admin fee / account holder | $146 | $163-10.3% | $10,009-98.5% | $188-22.1% |