Filed May 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,799 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,193 | $71,192-19.7% | $117,854-51.5% | $62,292-8.2% |
| Participation rate | 81.3% | 74.2%+7.1pp | 79.7%+1.7pp | 69.5%+11.8pp |
| Annual return | 14.77% | 18.66%-3.9pp | 335.08%-320.3pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,363 | $1,934-29.5% | $3,786-64.0% | $2,042-33.2% |
| Participant deferral / active EE | $3,729 | $3,189+17.0% | $4,482-16.8% | $3,169+17.7% |
| Admin fee / account holder | $72 | $587-87.7% | $8,020-99.1% | $479-85.0% |