Filed January 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,983 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,769 | $82,979-83.4% | $102,412-86.6% | $77,736-82.3% |
| Participation rate | 74.2% | 71.5%+2.7pp | 74.5%-0.3pp | 70.6%+3.6pp |
| Annual return | 16.01% | 19.11%-3.1pp | 24.94%-8.9pp | 31.26%-15.3pp |
| Employer contribution / active EE | $2,031 | $3,554-42.8% | $3,870-47.5% | $2,728-25.5% |
| Participant deferral / active EE | $2,968 | $4,109-27.8% | $5,060-41.3% | $4,651-36.2% |
| Admin fee / account holder | $26 | $639-95.9% | $8,388-99.7% | $433-93.9% |