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) | $42,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,821 |
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 | $117,688 | $51,223+129.8% | $82,763+42.2% | $66,949+75.8% |
| Participation rate | 80.1% | 67.9%+12.2pp | 72.6%+7.5pp | 69.8%+10.3pp |
| Annual return | -15.77% | -9.85%-5.9pp | 702.45%-718.2pp | 1.57%-17.3pp |
| Employer contribution / active EE | $5,205 | $2,611+99.4% | $3,008+73.0% | $2,545+104.5% |
| Participant deferral / active EE | $7,431 | $3,460+114.8% | $4,395+69.1% | $4,239+75.3% |
| Admin fee / account holder | $339 | $415-18.5% | $5,325-93.6% | $594-42.9% |