Filed February 22, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $29,278 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $13,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $23,924 | $107,378-77.7% | $108,582-78.0% | $57,661-58.5% |
| Participation rate | 61.3% | 77.1%-15.8pp | 79.6%-18.3pp | 70.2%-8.9pp |
| Annual return | 6.53% | 12.80%-6.3pp | -51.70%+58.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $462 | $1,782-74.1% | $3,758-87.7% | $1,974-76.6% |
| Participant deferral / active EE | $1,293 | $3,221-59.8% | $4,311-70.0% | $3,061-57.7% |
| Admin fee / account holder | $55 | $108-48.9% | $7,645-99.3% | $95-41.3% |