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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,326 | $92,745-30.6% | $89,340-28.0% | $103,975-38.1% |
| Participation rate | 98.1% | 78.0%+20.1pp | 69.6%+28.6pp | 72.5%+25.6pp |
| Annual return | 8.28% | 13.58%-5.3pp | 20.57%-12.3pp | 19.41%-11.1pp |
| Employer contribution / active EE | $4,254 | $3,754+13.3% | $2,231+90.7% | $3,722+14.3% |
| Participant deferral / active EE | $2,644 | $4,592-42.4% | $3,823-30.8% | $5,343-50.5% |
| Admin fee / account holder | $117 | $146-20.4% | $6,704-98.3% | $332-64.9% |