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 | $64,705+26.5% | $62,929+30.1% | $67,986+20.4% |
| Participation rate | 95.3% | 65.6%+29.7pp | 73.1%+22.2pp | 57.2%+38.1pp |
| Annual return | 10.38% | 20.31%-9.9pp | 1063.93%-1053.5pp | 31.67%-21.3pp |
| Employer contribution / active EE | $6,154 | $2,376+159.0% | $2,505+145.7% | $2,019+204.8% |
| Participant deferral / active EE | $4,050 | $3,198+26.6% | $3,888+4.2% | $3,358+20.6% |
| Admin fee / account holder | $453 | $1,428-68.3% | $5,065-91.1% | $3,203-85.9% |