Filed April 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,304 |
Service code 49 · EIN 52-2114207 | Other Services | $6,882 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,904 | $52,293-88.7% | $178,499-96.7% | $73,412-92.0% |
| Participation rate | 79.2% | 65.3%+13.9pp | 81.9%-2.7pp | 72.2%+7.1pp |
| Annual return | 15.89% | 34.75%-18.9pp | 151.10%-135.2pp | 59.30%-43.4pp |
| Employer contribution / active EE | $300 | $1,735-82.7% | $5,011-94.0% | $2,234-86.6% |
| Participant deferral / active EE | $1,340 | $2,332-42.5% | $5,202-74.2% | $3,806-64.8% |
| Admin fee / account holder | $50 | $127-61.1% | $13,986-99.6% | $158-68.6% |