Filed February 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,611 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $4,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,575 | $58,895+11.3% | $178,503-63.3% | $73,497-10.8% |
| Participation rate | 69.5% | 66.2%+3.3pp | 81.9%-12.4pp | 70.7%-1.2pp |
| Annual return | 63.54% | 24.86%+38.7pp | 151.12%-87.6pp | 28.51%+35.0pp |
| Employer contribution / active EE | $819 | $2,236-63.4% | $5,011-83.7% | $2,270-63.9% |
| Participant deferral / active EE | $2,776 | $2,567+8.2% | $5,202-46.6% | $3,740-25.8% |
| Admin fee / account holder | $253 | $400-36.9% | $13,987-98.2% | $513-50.8% |