Filed January 29, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,980 |
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 | $74,249 | $65,092+14.1% | $143,799-48.4% | $66,938+10.9% |
| Participation rate | 98.0% | 65.2%+32.8pp | 80.3%+17.7pp | 69.8%+28.2pp |
| Annual return | -17.35% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $4,140 | $2,362+75.3% | $4,952-16.4% | $2,545+62.6% |
| Participant deferral / active EE | $7,341 | $2,920+151.4% | $5,638+30.2% | $4,238+73.2% |
| Admin fee / account holder | $25 | $502-95.0% | $14,677-99.8% | $594-95.8% |