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 | $259,052 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $77,550 |
RSM US LLP3 years Service code 10 · EIN 42-0714326 | Accounting | $57,173 |
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 | $14,025 | $50,151-72.0% | $149,696-90.6% | $80,157-82.5% |
| Participation rate | 74.7% | 64.3%+10.4pp | 78.8%-4.1pp | 72.9%+1.8pp |
| Annual return | 17.54% | 29.80%-12.3pp | 134.46%-116.9pp | 40.39%-22.8pp |
| Employer contribution / active EE | $615 | $1,867-67.0% | $4,821-87.2% | $2,977-79.3% |
| Participant deferral / active EE | $2,076 | $3,194-35.0% | $5,682-63.5% | $5,015-58.6% |
| Admin fee / account holder | $107 | $153-30.1% | $13,212-99.2% | $145-26.4% |