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 | $132,411 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,170 | $47,163+29.7% | $149,696-59.1% | $74,460-17.8% |
| Participation rate | 84.5% | 63.4%+21.1pp | 78.8%+5.8pp | 70.7%+13.8pp |
| Annual return | 16.11% | 22.75%-6.6pp | 134.46%-118.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,939 | $1,907+1.7% | $4,821-59.8% | $2,638-26.5% |
| Participant deferral / active EE | $3,503 | $2,730+28.3% | $5,682-38.3% | $4,530-22.7% |
| Admin fee / account holder | $125 | $343-63.7% | $13,212-99.1% | $348-64.2% |