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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD9+ years Service code 15 · EIN 93-1070838 | Recordkeeping | $436,059 |
BENESYS, INC.9+ years Service code 13 · EIN 93-0446761 | Contract Administrator | $129,684 |
RELIANT CONSULTING & RESEARCH9+ years Service code 27 · EIN 75-2971473 | Advisory (Plan) | $38,179 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $29,055 |
Filed as: BARLOW COUGHRAN MORALES JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $25,718 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,423 | $74,831-58.0% | $96,543-67.5% | $103,657-69.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.4%+26.6pp |
| Annual return | 15.69% | 16.15%-0.5pp | 35.75%-20.1pp | 33.13%-17.4pp |
| Employer contribution / active EE | $675 | $3,888-82.6% | $3,741-81.9% | $3,216-79.0% |
| Participant deferral / active EE | $1,573 | $3,896-59.6% | $4,880-67.8% | $5,218-69.8% |
| Admin fee / account holder | $76 | $130-41.6% | $6,737-98.9% | $114-33.5% |