Filed February 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,466 |
PARK AVENUE SECURITIES LLC4 years Filed as: PARK AVENUE SECURITIES Service code 49 · EIN 13-4023176 | Other Services | $30,153 |
Filed as: NORTHEAST PROFESSIONAL PLANNING GRO Service code 49 · EIN 22-3349752 | Other Services | $4,304 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,880 | $65,084+25.8% | $67,681+21.0% | $64,340+27.3% |
| Participation rate | 95.3% | 66.7%+28.6pp | 73.7%+21.6pp | 55.2%+40.1pp |
| Annual return | 10.38% | 20.50%-10.1pp | 590.58%-580.2pp | 24.14%-13.8pp |
| Employer contribution / active EE | $6,154 | $2,398+156.6% | $2,678+129.8% | $1,862+230.5% |
| Participant deferral / active EE | $4,050 | $3,210+26.1% | $3,976+1.9% | $2,980+35.9% |
| Admin fee / account holder | $453 | $1,415-68.0% | $6,100-92.6% | $3,703-87.8% |