Filed October 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-1624203 | Contract Administrator | $53,266 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,810 | $52,293-71.7% | $178,499-91.7% | $73,412-79.8% |
| Participation rate | 96.9% | 65.3%+31.6pp | 81.9%+15.0pp | 72.2%+24.7pp |
| Annual return | 17.14% | 34.75%-17.6pp | 151.10%-134.0pp | 59.30%-42.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,398 | $2,332+2.8% | $5,202-53.9% | $3,806-37.0% |
| Admin fee / account holder | $51 | $127-60.3% | $13,986-99.6% | $158-67.9% |