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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,196-35.8% | $90,796-29.2% | $100,573-36.0% |
| Participation rate | 98.1% | 80.5%+17.7pp | 69.5%+28.6pp | 70.9%+27.2pp |
| Annual return | 8.28% | 11.70%-3.4pp | 19.29%-11.0pp | 18.89%-10.6pp |
| Employer contribution / active EE | $4,254 | $4,032+5.5% | $2,294+85.5% | $3,763+13.0% |
| Participant deferral / active EE | $2,644 | $4,771-44.6% | $3,822-30.8% | $4,921-46.3% |
| Admin fee / account holder | $117 | $164-28.8% | $7,024-98.3% | $454-74.3% |