Filed December 11, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $61,841 |
Filed as: ALERA INVESTMENT ADVISORS Service code 27 · EIN 82-1301070 | Advisory (Plan) | $37,595 |
ASSOCIATED PENSION CONSULTANTS10+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 15 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NE 11747 | Recordkeeping | $1,433 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,145 | $58,923+42.8% | $97,167-13.4% | $74,546+12.9% |
| Participation rate | 65.7% | 63.6%+2.1pp | 72.7%-7.0pp | 67.2%-1.5pp |
| Annual return | 13.36% | 16.04%-2.7pp | 75.27%-61.9pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $3,620 | $1,894+91.1% | $2,729+32.6% | $2,624+37.9% |
| Participant deferral / active EE | $7,546 | $3,664+106.0% | $4,264+77.0% | $4,347+73.6% |
| Admin fee / account holder | $498 | $1,974-74.8% | $5,650-91.2% | $1,944-74.4% |