Filed November 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $382,439 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $39,692 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,578 | $112,772-2.8% | $57,357+91.0% | $59,188+85.1% |
| Participation rate | 44.6% | 71.3%-26.7pp | 75.1%-30.5pp | 69.4%-24.8pp |
| Annual return | 0.49% | 0.85%-0.4pp | 24.41%-23.9pp | 5.51%-5.0pp |
| Employer contribution / active EE | $3,254 | $3,400-4.3% | $2,689+21.0% | $2,098+55.1% |
| Participant deferral / active EE | $3,048 | $3,010+1.3% | $3,162-3.6% | $3,265-6.6% |
| Admin fee / account holder | $193 | $144+33.9% | $3,357-94.3% | $92+109.1% |