Filed October 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,287 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,321 | $83,045-20.1% | $130,026-49.0% | $71,495-7.2% |
| Participation rate | 83.7% | 74.1%+9.6pp | 78.5%+5.2pp | 67.9%+15.7pp |
| Annual return | 1.75% | 20.61%-18.9pp | -137.26%+139.0pp | 28.85%-27.1pp |
| Employer contribution / active EE | $12,755 | $2,623+386.2% | $4,321+195.2% | $2,589+392.6% |
| Participant deferral / active EE | $1,371 | $4,436-69.1% | $5,821-76.5% | $4,291-68.1% |
| Admin fee / account holder | $4 | $1,727-99.8% | $10,608-100.0% | $1,588-99.8% |