Filed February 3, 2022 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $178,589 |
MERCER7 years Service code 16 · EIN 30-0282430 | Consulting | $122,000 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $12,450 |
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 | $160,273 | $95,388+68.0% | $125,401+27.8% | $77,906+105.7% |
| Participation rate | 99.9% | 78.6%+21.3pp | 82.4%+17.5pp | 73.7%+26.2pp |
| Annual return | -16.22% | 116.19%-132.4pp | 572.53%-588.7pp | 12.16%-28.4pp |
| Employer contribution / active EE | $20,749 | $3,666+465.9% | $4,816+330.8% | $2,846+629.0% |
| Participant deferral / active EE | $12,552 | $7,711+62.8% | $7,448+68.5% | $4,805+161.2% |
| Admin fee / account holder | $99 | $119-16.8% | $10,008-99.0% | $133-25.4% |