Filed August 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 71-0927304 | Other Services | $7,032 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,484 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $55,401 | $66,124-16.2% | $90,461-38.8% | $73,497-24.6% |
| Participation rate | 25.8% | 69.7%-43.9pp | 72.7%-46.9pp | 70.7%-44.9pp |
| Annual return | 6.93% | 17.65%-10.7pp | 1294.76%-1287.8pp | 28.51%-21.6pp |
| Employer contribution / active EE | $378 | $2,346-83.9% | $3,264-88.4% | $2,270-83.3% |
| Participant deferral / active EE | $1,174 | $3,039-61.4% | $3,964-70.4% | $3,740-68.6% |
| Admin fee / account holder | $72 | $396-81.7% | $5,617-98.7% | $513-85.9% |