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 | $89,670-28.3% | $90,259-28.7% | $89,670-28.3% |
| Participation rate | 98.1% | 71.2%+27.0pp | 70.7%+27.4pp | 71.2%+27.0pp |
| Annual return | 8.28% | 19.66%-11.4pp | 18.88%-10.6pp | 19.66%-11.4pp |
| Employer contribution / active EE | $4,254 | $4,041+5.3% | $2,291+85.7% | $4,041+5.3% |
| Participant deferral / active EE | $2,644 | $3,962-33.3% | $3,827-30.9% | $3,962-33.3% |
| Admin fee / account holder | $117 | $352-66.9% | $7,267-98.4% | $352-66.9% |