Filed August 6, 2021
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $158,670 |
CHEPENIK FINANCIAL2+ years Service code 16 · EIN 59-3331424 | Consulting | $22,500 |
MSL, P.A.1 year Filed as: MOORE STEPHENS LOVELACE, P.A. Service code 10 · EIN 59-3070669 | Accounting | $10,522 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $6,854 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return 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.
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 | $13,073 | $37,213-64.9% | $156,551-91.6% | $63,975-79.6% |
| Participation rate | 80.8% | 65.0%+15.8pp | 84.0%-3.2pp | 71.1%+9.6pp |
| Annual return | 6.11% | 47.89%-41.8pp | 32.23%-26.1pp | 48.65%-42.5pp |
| Employer contribution / active EE | $758 | $1,357-44.1% | $5,501-86.2% | $2,182-65.3% |
| Participant deferral / active EE | $882 | $2,070-57.4% | $4,871-81.9% | $3,356-73.7% |
| Admin fee / account holder | $103 | $56+83.5% | $13,028-99.2% | $70+46.7% |