Filed September 6, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,214 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,980 | $45,000-82.3% | $143,799-94.5% | $77,906-89.8% |
| Participation rate | 77.5% | 66.8%+10.7pp | 80.3%-2.8pp | 73.7%+3.8pp |
| Annual return | -12.78% | 29.03%-41.8pp | -0.04%-12.7pp | 12.16%-24.9pp |
| Employer contribution / active EE | $448 | $1,870-76.0% | $4,952-91.0% | $2,846-84.3% |
| Participant deferral / active EE | $685 | $3,157-78.3% | $5,638-87.9% | $4,805-85.7% |
| Admin fee / account holder | $74 | $98-24.4% | $14,677-99.5% | $133-43.9% |