Filed September 30, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $180,600 |
Service code 28 · EIN 20-8874282 | Investment Management | $57,251 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,624 | $104,336+8.9% | $159,487-28.8% | $86,821+30.9% |
| Participation rate | 94.7% | 77.7%+17.0pp | 82.8%+11.9pp | 72.3%+22.4pp |
| Annual return | 14.81% | 26.32%-11.5pp | 263.71%-248.9pp | 97.94%-83.1pp |
| Employer contribution / active EE | $2,723 | $3,451-21.1% | $4,831-43.6% | $2,406+13.2% |
| Participant deferral / active EE | $6,931 | $6,837+1.4% | $7,354-5.8% | $4,132+67.7% |
| Admin fee / account holder | $172 | $172+0.1% | $10,804-98.4% | $170+1.6% |