Filed September 2, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $13,764 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,992 | $102,661-60.1% | $151,639-73.0% | $66,938-38.8% |
| Participation rate | 99.2% | 85.5%+13.7pp | 87.5%+11.7pp | 69.8%+29.4pp |
| Annual return | -15.02% | -10.81%-4.2pp | 3.34%-18.4pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,732 | $4,184-10.8% | $6,165-39.5% | $2,545+46.6% |
| Participant deferral / active EE | $3,569 | $6,645-46.3% | $8,363-57.3% | $4,238-15.8% |
| Admin fee / account holder | $70 | $630-88.9% | $11,613-99.4% | $594-88.2% |