Filed August 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,825 |
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 | $45,856 | $52,884-13.3% | $84,753-45.9% | $55,167-16.9% |
| Participation rate | 32.8% | 67.5%-34.7pp | 76.6%-43.8pp | 69.0%-36.2pp |
| Annual return | 5.27% | 18.03%-12.8pp | 22.78%-17.5pp | 169.23%-164.0pp |
| Employer contribution / active EE | $705 | $2,233-68.4% | $3,574-80.3% | $1,963-64.1% |
| Participant deferral / active EE | $1,763 | $2,644-33.3% | $3,712-52.5% | $3,054-42.3% |
| Admin fee / account holder | $330 | $581-43.2% | $5,333-93.8% | $504-34.5% |