Filed March 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,196 |
VISIONPOINT ADVISORY GROUP2 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $27,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,047 | $26,479+2.1% | $74,719-63.8% | $77,775-65.2% |
| Participation rate | 9.4% | 37.6%-28.2pp | 54.5%-45.1pp | 73.2%-63.8pp |
| Annual return | 23.74% | 38.31%-14.6pp | 753.05%-729.3pp | 32.58%-8.8pp |
| Employer contribution / active EE | $54 | $440-87.7% | $1,084-95.0% | $2,504-97.8% |
| Participant deferral / active EE | $304 | $1,074-71.7% | $1,963-84.5% | $3,966-92.3% |
| Admin fee / account holder | $188 | $119+57.9% | $3,334-94.4% | $100+87.8% |