Filed August 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $20,939 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-2527171 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
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 | $44,958 | $55,449-18.9% | $83,831-46.4% | $56,289-20.1% |
| Participation rate | 39.4% | 68.0%-28.6pp | 76.1%-36.7pp | 69.9%-30.4pp |
| Annual return | -5.59% | -1.38%-4.2pp | 850.99%-856.6pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,225 | $2,430-49.6% | $3,631-66.3% | $2,111-42.0% |
| Participant deferral / active EE | $2,172 | $2,935-26.0% | $4,082-46.8% | $3,350-35.2% |
| Admin fee / account holder | $313 | $656-52.4% | $5,479-94.3% | $521-40.0% |