Filed August 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 71-0927304 | Other Services | $10,222 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $674 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,661 | $47,766-56.7% | $82,763-75.0% | $64,824-68.1% |
| Participation rate | 69.1% | 67.7%+1.4pp | 72.6%-3.5pp | 71.5%-2.4pp |
| Annual return | -17.10% | -13.06%-4.0pp | 702.45%-719.5pp | 32.84%-49.9pp |
| Employer contribution / active EE | $844 | $2,182-61.3% | $3,008-71.9% | $2,507-66.3% |
| Participant deferral / active EE | $2,339 | $3,332-29.8% | $4,395-46.8% | $4,311-45.8% |
| Admin fee / account holder | $3 | $143-97.7% | $5,325-99.9% | $188-98.3% |