Filed May 6, 2021
Total covered: 13 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,882 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,011 | $52,961-75.4% | $172,755-92.5% | $65,185-80.0% |
| Participation rate | 52.4% | 66.2%-13.8pp | 82.6%-30.2pp | 70.2%-17.8pp |
| Annual return | 24.79% | 30.12%-5.3pp | 802.94%-778.1pp | 29.38%-4.6pp |
| Employer contribution / active EE | $645 | $2,190-70.5% | $5,144-87.5% | $2,177-70.4% |
| Participant deferral / active EE | $723 | $2,471-70.7% | $5,198-86.1% | $3,514-79.4% |
| Admin fee / account holder | $141 | $472-70.0% | $13,955-99.0% | $847-83.3% |