Filed February 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,188 | $57,096-38.4% | $94,229-62.7% | $55,191-36.2% |
| Participation rate | 62.6% | 75.7%-13.0pp | 78.8%-16.1pp | 69.2%-6.5pp |
| Annual return | 0.58% | 159.65%-159.1pp | 10.68%-10.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $641 | $1,708-62.4% | $3,587-82.1% | $1,899-66.2% |
| Participant deferral / active EE | $2,179 | $3,165-31.1% | $4,320-49.6% | $3,046-28.5% |
| Admin fee / account holder | $0 | $89-99.5% | $6,269-100.0% | $91-99.5% |