Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $39,479 |
JONES & ROTH, PC1 year Service code 10 · EIN 93-0819646 | Accounting | $14,100 |
Service code 28 · EIN 36-4291971 | Investment Management | $12,500 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,938 | $110,258-96.4% | $102,460-96.2% | $200,096-98.0% |
| Participation rate | 97.0% | 86.3%+10.7pp | 76.5%+20.5pp | 72.0%+25.0pp |
| Annual return | -34.85% | 35.78%-70.6pp | 29.47%-64.3pp | 34.26%-69.1pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $3,025-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $6,377-100.0% | $5,056-100.0% | $5,090-100.0% |
| Admin fee / account holder | $33 | $122-73.4% | $9,460-99.7% | $269-87.9% |