Filed August 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,453 | $50,464-6.0% | $75,784-37.4% | $52,331-9.3% |
| Participation rate | 33.6% | 66.8%-33.2pp | 75.8%-42.2pp | 68.1%-34.5pp |
| Annual return | 1.27% | 1.03%+0.2pp | 9.68%-8.4pp | 4.54%-3.3pp |
| Employer contribution / active EE | $619 | $1,988-68.9% | $3,323-81.4% | $1,882-67.1% |
| Participant deferral / active EE | $1,590 | $2,570-38.1% | $3,652-56.5% | $3,022-47.4% |
| Admin fee / account holder | $341 | $1,103-69.0% | $5,300-93.6% | $592-42.3% |