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 | $11,310 |
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 | $46,964 | $130,294-64.0% | $170,028-72.4% | $71,495-34.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 19.29% | 20.36%-1.1pp | 53.39%-34.1pp | 28.85%-9.6pp |
| Employer contribution / active EE | $3,768 | $4,385-14.1% | $6,788-44.5% | $2,589+45.5% |
| Participant deferral / active EE | $3,453 | $6,928-50.2% | $10,409-66.8% | $4,291-19.5% |
| Admin fee / account holder | $55 | $966-94.3% | $12,820-99.6% | $1,588-96.5% |