Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RYAN SHARKEY CPAS + CONSULTANTS Service code 10 · EIN 20-0298559 | Accounting | $7,438 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,940 | $75,388-13.9% | $123,544-47.4% | $55,725+16.5% |
| Participation rate | 84.5% | 75.7%+8.8pp | 82.3%+2.2pp | 70.9%+13.7pp |
| Annual return | -5.70% | 4.48%-10.2pp | 119.20%-124.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,834 | $3,063-7.5% | $4,628-38.8% | $2,078+36.4% |
| Participant deferral / active EE | $8,887 | $5,651+57.3% | $6,426+38.3% | $3,356+164.9% |
| Admin fee / account holder | $16 | $120-86.8% | $9,284-99.8% | $115-86.3% |