Filed August 6, 2021
Total covered: 26 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $141,632 |
CHEPENIK FINANCIAL1+ years Service code 16 · EIN 59-3331424 | Consulting | $37,500 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $9,983 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,054 | $37,039-64.8% | $147,617-91.2% | $59,188-77.9% |
| Participation rate | 77.7% | 63.8%+14.0pp | 84.6%-6.9pp | 69.4%+8.3pp |
| Annual return | 0.13% | 7.19%-7.1pp | 61.98%-61.9pp | 5.51%-5.4pp |
| Employer contribution / active EE | $747 | $1,353-44.8% | $5,564-86.6% | $2,098-64.4% |
| Participant deferral / active EE | $864 | $2,094-58.7% | $4,895-82.3% | $3,265-73.5% |
| Admin fee / account holder | $109 | $60+81.0% | $11,612-99.1% | $92+18.2% |