Filed September 11, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $82,369 |
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 | $13,994 | $56,095-75.1% | $178,499-92.2% | $90,274-84.5% |
| Participation rate | 95.6% | 65.6%+30.1pp | 81.9%+13.7pp | 73.4%+22.3pp |
| Annual return | 24.11% | 28.81%-4.7pp | 151.10%-127.0pp | 53.97%-29.9pp |
| Employer contribution / active EE | $1,004 | $1,572-36.1% | $5,011-80.0% | $2,523-60.2% |
| Participant deferral / active EE | $2,253 | $2,669-15.6% | $5,202-56.7% | $4,231-46.7% |
| Admin fee / account holder | $30 | $101-70.5% | $13,986-99.8% | $114-74.0% |