Filed December 9, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 62-1871018 | Advisory (Plan) | $31,613 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,094 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,452 | $80,005-41.9% | $140,019-66.8% | $55,725-16.6% |
| Participation rate | 95.1% | 87.0%+8.1pp | 87.5%+7.6pp | 70.9%+24.3pp |
| Annual return | -5.95% | 0.46%-6.4pp | 651.17%-657.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,985 | $3,403-41.7% | $5,605-64.6% | $2,078-4.5% |
| Participant deferral / active EE | $3,119 | $5,264-40.7% | $6,927-55.0% | $3,356-7.0% |
| Admin fee / account holder | $61 | $116-47.1% | $10,705-99.4% | $115-46.9% |