Filed March 11, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $225,527 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $79,456 |
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 | $12,486 | $45,000-72.3% | $143,797-91.3% | $77,906-84.0% |
| Participation rate | 72.0% | 66.8%+5.1pp | 80.3%-8.4pp | 73.7%-1.7pp |
| Annual return | -13.62% | 29.03%-42.7pp | -0.04%-13.6pp | 12.16%-25.8pp |
| Employer contribution / active EE | $572 | $1,870-69.4% | $4,952-88.4% | $2,846-79.9% |
| Participant deferral / active EE | $1,947 | $3,157-38.3% | $5,638-65.5% | $4,805-59.5% |
| Admin fee / account holder | $87 | $98-11.3% | $14,679-99.4% | $133-34.1% |