Filed December 9, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $136,567 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,994 | $50,815+25.9% | $155,509-58.8% | $77,643-17.6% |
| Participation rate | 84.4% | 63.1%+21.3pp | 78.2%+6.2pp | 70.6%+13.8pp |
| Annual return | 11.23% | 34.80%-23.6pp | 64.67%-53.4pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,991 | $1,993-0.1% | $4,672-57.4% | $2,726-27.0% |
| Participant deferral / active EE | $3,654 | $2,822+29.5% | $5,626-35.1% | $4,647-21.4% |
| Admin fee / account holder | $124 | $437-71.5% | $15,912-99.2% | $430-71.1% |