Filed February 4, 2021 (most recent of 3 filings on file)
Total covered: 29 employees
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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $43,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,086 | $46,516-7.4% | $147,618-70.8% | $69,651-38.1% |
| Participation rate | 35.4% | 65.8%-30.4pp | 84.6%-49.2pp | 66.6%-31.2pp |
| Annual return | 2.50% | 9.48%-7.0pp | 61.98%-59.5pp | 53.77%-51.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,394 | $2,719-12.0% | $4,895-51.1% | $3,635-34.2% |
| Admin fee / account holder | $5 | $45-89.3% | $11,612-100.0% | $63-92.4% |