Filed March 11, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $245,076 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $97,887 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $47,234 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,096 | $67,512-77.6% | $185,849-91.9% | $93,010-83.8% |
| Participation rate | 70.7% | 67.1%+3.6pp | 81.7%-11.0pp | 73.9%-3.2pp |
| Annual return | 15.49% | 21.04%-5.6pp | 122.10%-106.6pp | 158.70%-143.2pp |
| Employer contribution / active EE | $578 | $1,783-67.6% | $5,169-88.8% | $2,705-78.6% |
| Participant deferral / active EE | $1,807 | $3,035-40.5% | $5,569-67.5% | $4,561-60.4% |
| Admin fee / account holder | $127 | $318-60.0% | $16,244-99.2% | $152-16.1% |