Filed June 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,131 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $29,284 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,583 | $111,491-43.9% | $189,513-67.0% | $86,799-27.9% |
| Participation rate | 95.4% | 87.3%+8.0pp | 87.8%+7.6pp | 72.3%+23.1pp |
| Annual return | 17.86% | 83.50%-65.6pp | 555.15%-537.3pp | 97.91%-80.1pp |
| Employer contribution / active EE | $2,828 | $3,951-28.4% | $6,162-54.1% | $2,405+17.6% |
| Participant deferral / active EE | $5,301 | $6,437-17.6% | $8,221-35.5% | $4,131+28.3% |
| Admin fee / account holder | $211 | $189+11.6% | $12,045-98.3% | $170+24.2% |