Filed April 21, 2021 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,155 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,120 | $52,279+127.9% | $89,391+33.3% | $79,858+49.2% |
| Participation rate | 98.8% | 57.5%+41.2pp | 68.0%+30.8pp | 69.6%+29.1pp |
| Annual return | 13.92% | 22.16%-8.2pp | 245.62%-231.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $5,767 | $1,572+267.0% | $2,586+123.0% | $2,471+133.4% |
| Participant deferral / active EE | $10,907 | $2,740+298.0% | $3,890+180.4% | $3,740+191.6% |
| Admin fee / account holder | $153 | $3,356-95.4% | $4,881-96.9% | $5,306-97.1% |