Filed February 16, 2022
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $2,195 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $112,136-100.0% | $95,968-100.0% | $158,988-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | -100.00% | 171.21%-271.2pp | 91.65%-191.7pp | 303.00%-403.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,542-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,137-100.0% | $6,798-100.0% | $11,252-100.0% |