Filed April 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $94,502 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,854 | $37,196-43.9% | $154,108-86.5% | $55,725-62.6% |
| Participation rate | 91.0% | 64.1%+26.9pp | 83.0%+7.9pp | 70.9%+20.1pp |
| Annual return | -1.61% | 1319.68%-1321.3pp | 735.21%-736.8pp | 244.93%-246.5pp |
| Employer contribution / active EE | $968 | $1,614-40.0% | $5,298-81.7% | $2,078-53.4% |
| Participant deferral / active EE | $2,725 | $2,068+31.8% | $5,081-46.4% | $3,356-18.8% |
| Admin fee / account holder | $8 | $102-91.9% | $13,411-99.9% | $115-92.8% |