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 | $131,131 |
Participant contribution per participant 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 | $64,594 | $76,172-15.2% | $81,482-20.7% | $199,874-67.7% |
| Participation rate | 75.6% | 76.2%-0.7pp | 69.5%+6.1pp | 72.0%+3.5pp |
| Annual return | 12.13% | 15.59%-3.5pp | 24.79%-12.7pp | 34.28%-22.2pp |
| Employer contribution / active EE | $3,003 | $2,800+7.2% | $2,463+21.9% | $3,036-1.1% |
| Participant deferral / active EE | $1,815 | $4,200-56.8% | $3,885-53.3% | $5,090-64.3% |
| Admin fee / account holder | $107 | $146-27.0% | $5,761-98.1% | $269-60.4% |