Filed March 20, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0070474 | Advisory (Plan) | $44,567 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,407 | $63,768+132.7% | $98,506+50.7% | $79,389+86.9% |
| Participation rate | 82.8% | 69.9%+12.9pp | 73.3%+9.5pp | 70.7%+12.1pp |
| Annual return | 38.04% | 626.18%-588.1pp | 1494.92%-1456.9pp | 116.89%-78.9pp |
| Employer contribution / active EE | $4,566 | $2,558+78.5% | $2,961+54.2% | $2,428+88.1% |
| Participant deferral / active EE | $6,686 | $3,305+102.3% | $4,277+56.3% | $4,046+65.2% |
| Admin fee / account holder | $366 | $516-29.0% | $5,955-93.8% | $626-41.5% |