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 | $108,190 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,821 |
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 | $26,910 | $47,456-43.3% | $172,753-84.4% | $77,775-65.4% |
| Participation rate | 89.0% | 66.3%+22.7pp | 82.6%+6.4pp | 73.2%+15.8pp |
| Annual return | 28.28% | 35.57%-7.3pp | 803.00%-774.7pp | 32.58%-4.3pp |
| Employer contribution / active EE | $1,381 | $1,574-12.3% | $5,144-73.2% | $2,504-44.8% |
| Participant deferral / active EE | $3,014 | $2,560+17.8% | $5,198-42.0% | $3,966-24.0% |
| Admin fee / account holder | $10 | $81-87.6% | $13,956-99.9% | $100-90.0% |