Filed August 30, 2021 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $178,825 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $59,948 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,364 | $48,406+105.3% | $104,614-5.0% | $90,274+10.1% |
| Participation rate | 42.1% | 64.3%-22.2pp | 74.1%-32.0pp | 73.4%-31.3pp |
| Annual return | 17.11% | 18.72%-1.6pp | 340.56%-323.4pp | 53.97%-36.9pp |
| Employer contribution / active EE | $984 | $1,115-11.7% | $2,681-63.3% | $2,523-61.0% |
| Participant deferral / active EE | $2,473 | $2,436+1.5% | $3,739-33.9% | $4,231-41.6% |
| Admin fee / account holder | $213 | $76+180.9% | $6,464-96.7% | $114+86.8% |