Filed August 18, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,629 |
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 | $34,896 | $64,954-46.3% | $115,752-69.9% | $62,292-44.0% |
| Participation rate | 89.1% | 73.0%+16.1pp | 77.8%+11.3pp | 69.5%+19.6pp |
| Annual return | 22.63% | 24.87%-2.2pp | 19.41%+3.2pp | 28.90%-6.3pp |
| Employer contribution / active EE | $2,014 | $2,344-14.1% | $3,492-42.3% | $2,042-1.4% |
| Participant deferral / active EE | $5,259 | $3,665+43.5% | $5,204+1.1% | $3,169+65.9% |
| Admin fee / account holder | $27 | $414-93.4% | $6,278-99.6% | $479-94.3% |