Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,707 | $88,122-5.0% | $141,177-40.7% | $67,579+23.9% |
| Participation rate | 82.7% | 76.5%+6.2pp | 82.5%+0.2pp | 71.3%+11.4pp |
| Annual return | 26.98% | 75.40%-48.4pp | 71.40%-44.4pp | 378.56%-351.6pp |
| Employer contribution / active EE | $3,223 | $3,2240% | $4,736-31.9% | $2,148+50.1% |
| Participant deferral / active EE | $9,910 | $5,958+66.3% | $6,710+47.7% | $3,539+180.0% |
| Admin fee / account holder | $5 | $131-96.0% | $10,263-99.9% | $142-96.3% |