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 | $6,763 |
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 | $45,806 | $66,302-30.9% | $110,238-58.4% | $56,287-18.6% |
| Participation rate | 97.8% | 74.9%+22.9pp | 79.8%+17.9pp | 69.9%+27.9pp |
| Annual return | -6.60% | -1.18%-5.4pp | 314.74%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,605 | $2,047-21.6% | $3,826-58.1% | $2,111-24.0% |
| Participant deferral / active EE | $4,078 | $3,381+20.6% | $4,672-12.7% | $3,350+21.7% |
| Admin fee / account holder | $35 | $698-95.0% | $8,547-99.6% | $521-93.3% |