Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,571 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $11,211 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,909 | $140,190-87.2% | $115,756-84.5% | $77,906-77.0% |
| Participation rate | 70.4% | 81.0%-10.6pp | 77.1%-6.7pp | 73.7%-3.3pp |
| Annual return | -8.05% | -13.46%+5.4pp | 143.14%-151.2pp | 12.16%-20.2pp |
| Employer contribution / active EE | $0 | $3,169-100.0% | $3,793-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,500 | $5,401-72.2% | $6,254-76.0% | $4,805-68.8% |
| Admin fee / account holder | $93 | $138-32.5% | $8,124-98.9% | $133-29.5% |