Filed March 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,250 |
VISIONPOINT ADVISORY GROUP8 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $21,373 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $104,650-100.0% | $83,854-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 65.1%-65.1pp | 59.1%-59.1pp | 80.8%-80.8pp |
| Annual return | -95.10% | 28.97%-124.1pp | 31.39%-126.5pp | 148.84%-243.9pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |