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 | $107,429 |
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 | $78,796 | $69,823+12.9% | $77,183+2.1% | $74,440+5.9% |
| Participation rate | 97.1% | 70.0%+27.1pp | 69.6%+27.5pp | 70.7%+26.4pp |
| Annual return | 0.58% | 19.99%-19.4pp | 37.89%-37.3pp | 34.37%-33.8pp |
| Employer contribution / active EE | $1,851 | $2,148-13.8% | $2,534-26.9% | $2,638-29.8% |
| Participant deferral / active EE | $2,793 | $3,558-21.5% | $3,833-27.1% | $4,529-38.3% |
| Admin fee / account holder | $116 | $398-70.8% | $5,475-97.9% | $348-66.6% |