Filed February 3, 2020 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,163 | $55,453-76.3% | $170,442-92.3% | $62,292-78.9% |
| Participation rate | 36.9% | 66.4%-29.5pp | 83.6%-46.7pp | 69.5%-32.6pp |
| Annual return | 27.31% | 21.38%+5.9pp | 205.93%-178.6pp | 28.90%-1.6pp |
| Employer contribution / active EE | $296 | $2,164-86.3% | $5,433-94.6% | $2,042-85.5% |
| Participant deferral / active EE | $752 | $2,303-67.3% | $4,939-84.8% | $3,169-76.3% |
| Admin fee / account holder | $3 | $455-99.3% | $13,880-100.0% | $479-99.3% |