Filed March 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $95,193 |
VISIONPOINT ADVISORY GROUP3 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $29,743 |
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.
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 | $34,232 | $29,516+16.0% | $77,513-55.8% | $90,274-62.1% |
| Participation rate | 11.1% | 33.7%-22.6pp | 54.2%-43.1pp | 73.4%-62.3pp |
| Annual return | 11.97% | 231.18%-219.2pp | 54.81%-42.8pp | 53.97%-42.0pp |
| Employer contribution / active EE | $20 | $381-94.8% | $987-98.0% | $2,523-99.2% |
| Participant deferral / active EE | $316 | $944-66.5% | $1,861-83.0% | $4,231-92.5% |
| Admin fee / account holder | $231 | $106+118.2% | $2,859-91.9% | $114+102.6% |