Filed April 29, 2021 (most recent of 2 filings on file)
Total covered: 11 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,718 | $47,180+20.2% | $149,723-62.1% | $74,473-23.8% |
| Participation rate | 52.3% | 63.4%-11.1pp | 78.8%-26.5pp | 70.7%-18.5pp |
| Annual return | 16.44% | 22.75%-6.3pp | 134.50%-118.1pp | 34.36%-17.9pp |
| Employer contribution / active EE | $1,502 | $1,907-21.2% | $4,821-68.8% | $2,638-43.1% |
| Participant deferral / active EE | $2,968 | $2,730+8.7% | $5,682-47.8% | $4,530-34.5% |
| Admin fee / account holder | -$16 | $343-104.6% | $13,215-100.1% | $347-104.5% |