Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $94,268 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $30,043 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,369 | $89,588-71.7% | $135,987-81.3% | $77,714-67.4% |
| Participation rate | 78.5% | 74.3%+4.2pp | 76.4%+2.1pp | 70.6%+7.9pp |
| Annual return | 8.88% | 17.42%-8.5pp | 580.01%-571.1pp | 31.26%-22.4pp |
| Employer contribution / active EE | $2,322 | $3,491-33.5% | $4,214-44.9% | $2,727-14.8% |
| Participant deferral / active EE | $2,294 | $5,591-59.0% | $7,027-67.4% | $4,649-50.7% |
| Admin fee / account holder | $150 | $539-72.2% | $6,716-97.8% | $433-65.5% |