Filed February 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,259 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,140 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,230 | $61,391-36.1% | $149,723-73.8% | $71,529-45.2% |
| Participation rate | 88.5% | 62.5%+26.0pp | 78.8%+9.8pp | 67.9%+20.6pp |
| Annual return | 9.83% | 35.88%-26.0pp | 134.50%-124.7pp | 28.97%-19.1pp |
| Employer contribution / active EE | $3,262 | $2,384+36.9% | $4,821-32.3% | $2,590+26.0% |
| Participant deferral / active EE | $4,734 | $2,921+62.1% | $5,682-16.7% | $4,291+10.3% |
| Admin fee / account holder | $268 | $1,264-78.8% | $13,215-98.0% | $1,588-83.1% |