Filed April 28, 2021 (most recent of 2 filings on file)
Total covered: 6 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $154,248 |
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 | $85,660-24.9% | $121,871-47.2% | $85,660-24.9% |
| Participation rate | 98.1% | 74.8%+23.3pp | 73.2%+24.9pp | 74.8%+23.3pp |
| Annual return | 8.28% | 19.52%-11.2pp | 13.57%-5.3pp | 19.52%-11.2pp |
| Employer contribution / active EE | $4,254 | $4,199+1.3% | $2,731+55.8% | $4,199+1.3% |
| Participant deferral / active EE | $2,644 | $3,518-24.8% | $4,318-38.8% | $3,518-24.8% |
| Admin fee / account holder | $117 | $224-47.9% | $11,551-99.0% | $224-47.9% |