Filed November 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $235,074 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,473 | $110,699-66.1% | $177,821-78.9% | $90,288-58.5% |
| Participation rate | 82.7% | 88.3%-5.6pp | 87.7%-5.0pp | 73.4%+9.4pp |
| Annual return | 22.27% | 22.79%-0.5pp | 48.32%-26.1pp | 53.97%-31.7pp |
| Employer contribution / active EE | $835 | $4,118-79.7% | $5,918-85.9% | $2,524-66.9% |
| Participant deferral / active EE | $5,948 | $6,731-11.6% | $7,714-22.9% | $4,232+40.5% |
| Admin fee / account holder | $6 | $90-92.9% | $12,427-99.9% | $114-94.4% |