Filed February 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
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 | $36,295 | $107,378-66.2% | $108,582-66.6% | $57,658-37.1% |
| Participation rate | 66.6% | 77.1%-10.6pp | 79.6%-13.0pp | 70.2%-3.7pp |
| Annual return | 7.10% | 12.80%-5.7pp | -51.70%+58.8pp | 5.13%+2.0pp |
| Employer contribution / active EE | $687 | $1,782-61.4% | $3,758-81.7% | $1,974-65.2% |
| Participant deferral / active EE | $2,326 | $3,221-27.8% | $4,311-46.0% | $3,061-24.0% |
| Admin fee / account holder | $1 | $108-98.9% | $7,645-100.0% | $95-98.7% |