Filed April 28, 2021 (most recent of 2 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $154,248 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,326 | $89,178-27.9% | $91,541-29.7% | $102,872-37.5% |
| Participation rate | 98.1% | 79.7%+18.5pp | 69.8%+28.3pp | 73.0%+25.1pp |
| Annual return | 8.28% | 14.52%-6.2pp | 20.50%-12.2pp | 19.06%-10.8pp |
| Employer contribution / active EE | $4,254 | $3,455+23.1% | $2,505+69.9% | $3,526+20.6% |
| Participant deferral / active EE | $2,644 | $4,657-43.2% | $4,008-34.0% | $5,535-52.2% |
| Admin fee / account holder | $117 | $134-13.1% | $6,956-98.3% | $292-60.1% |