Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $753,457 |
Service code 28 · EIN 36-4291971 | Investment Management | $86,250 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH Service code 10 · EIN 93-0819646 | Accounting | $17,840 |
Filed as: RETIREMENT CLEARINGHOUSE, LLC Service code 49 · EIN 26-0008851 | Other Services | $16,218 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,052 | $138,331-81.2% | $86,717-70.0% | $89,433-70.9% |
| Participation rate | 96.3% | 88.9%+7.4pp | 76.6%+19.7pp | 71.3%+25.0pp |
| Annual return | -15.68% | -11.72%-4.0pp | 35.97%-51.7pp | -11.88%-3.8pp |
| Employer contribution / active EE | $2,258 | $4,812-53.1% | $2,837-20.4% | $3,021-25.3% |
| Participant deferral / active EE | $3,885 | $8,027-51.6% | $4,657-16.6% | $5,125-24.2% |
| Admin fee / account holder | $53 | $64-16.9% | $7,494-99.3% | $79-32.9% |