Filed August 3, 2023 (most recent of 3 filings on file)
Total covered: 616 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $348,602 |
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).
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 | $85,025 | $107,415-20.8% | $135,998-37.5% | $80,187+6.0% |
| Participation rate | 88.4% | 78.0%+10.4pp | 81.9%+6.5pp | 72.9%+15.5pp |
| Annual return | 8.04% | 91.99%-84.0pp | 68.37%-60.3pp | 40.40%-32.4pp |
| Employer contribution / active EE | $1,700 | $3,878-56.2% | $4,860-65.0% | $2,980-43.0% |
| Participant deferral / active EE | $9,642 | $8,189+17.7% | $7,761+24.2% | $5,016+92.2% |
| Admin fee / account holder | $76 | $127-40.2% | $10,769-99.3% | $145-47.6% |