Filed August 4, 2021 (most recent of 3 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
HINRICHER COUSINO LLP1+ years Filed as: HINRICHER DOUGLAS & PORTER Service code 10 · EIN 71-0294566 | Accounting | $9,239 |
Service code 66 | Insurance mortality and expense charg... | $6,951 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,600 |
Annual investment return 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.
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 | $8,703 | $36,916-76.4% | $156,551-94.4% | $57,658-84.9% |
| Participation rate | 86.6% | 63.4%+23.1pp | 84.0%+2.5pp | 70.2%+16.3pp |
| Annual return | -0.05% | 12.38%-12.4pp | 32.23%-32.3pp | 5.13%-5.2pp |
| Employer contribution / active EE | $448 | $1,571-71.5% | $5,501-91.9% | $1,974-77.3% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $22 | $82-73.8% | $13,028-99.8% | $95-77.1% |