Filed September 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,378,659 |
USI CONSULTING GROUP1 year Service code 27 · EIN 06-1053228 | Advisory (Plan) | $20,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 26 · EIN 33-0818667 | Advisory (Participants) | $0 |
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 | $120,292 | $93,773+28.3% | $125,401-4.1% | $78,104+54.0% |
| Participation rate | 91.0% | 75.6%+15.4pp | 82.4%+8.6pp | 74.5%+16.5pp |
| Annual return | -11.70% | 277.78%-289.5pp | 572.53%-584.2pp | 10.90%-22.6pp |
| Employer contribution / active EE | $3,010 | $3,678-18.2% | $4,816-37.5% | $3,128-3.8% |
| Participant deferral / active EE | $9,586 | $6,971+37.5% | $7,448+28.7% | $5,089+88.4% |
| Admin fee / account holder | $100 | $67+49.4% | $10,008-99.0% | $79+26.8% |