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 | $580,887 |
USI CONSULTING GROUP2 years Service code 16 · EIN 06-1053228 | Consulting | $16,250 |
Filed as: SNYDER COHN PC Service code 10 · EIN 52-1022232 | Accounting | $13,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,524 | $106,994+23.9% | $135,998-2.6% | $96,393+37.5% |
| Participation rate | 92.8% | 72.5%+20.3pp | 81.9%+10.9pp | 71.3%+21.5pp |
| Annual return | 25.35% | 26.64%-1.3pp | 68.37%-43.0pp | 22.88%+2.5pp |
| Employer contribution / active EE | $3,366 | $3,391-0.7% | $4,860-30.7% | $3,239+4.0% |
| Participant deferral / active EE | $9,534 | $7,968+19.7% | $7,761+22.9% | $5,455+74.8% |
| Admin fee / account holder | $41 | $79-48.6% | $10,769-99.6% | $74-45.0% |