Filed July 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,188 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,223 | $99,957-22.7% | $149,715-48.4% | $73,493+5.1% |
| Participation rate | 79.4% | 75.7%+3.7pp | 82.5%-3.0pp | 70.7%+8.8pp |
| Annual return | 25.08% | 53.87%-28.8pp | 276.66%-251.6pp | 28.51%-3.4pp |
| Employer contribution / active EE | $4,553 | $3,191+42.7% | $4,645-2.0% | $2,270+100.6% |
| Participant deferral / active EE | $4,228 | $6,073-30.4% | $6,842-38.2% | $3,740+13.0% |
| Admin fee / account holder | $19 | $551-96.6% | $9,310-99.8% | $513-96.4% |