Filed September 24, 2021 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 26-2824865 FLOOR 5 · OAKLAND, CA 94612 | Plan Administrator | $7,205 |
Filed as: ACM LLP Service code 10 · EIN 01-0724563 303 EAST 17TH AVENUE · DENVER, CO 80203 | Accounting | $6,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,335 | $65,322-82.6% | $70,476-83.9% | $73,493-84.6% |
| Participation rate | 85.5% | 77.0%+8.6pp | 75.1%+10.5pp | 70.7%+14.8pp |
| Annual return | 3.45% | 15.71%-12.3pp | 109.12%-105.7pp | 28.51%-25.1pp |
| Employer contribution / active EE | $1,620 | $2,460-34.1% | $2,738-40.8% | $2,270-28.6% |
| Participant deferral / active EE | $2,017 | $3,375-40.2% | $3,710-45.6% | $3,740-46.1% |
| Admin fee / account holder | $85 | $214-60.5% | $3,847-97.8% | $513-83.5% |