Filed October 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $75,622 |
DANZIGER & MARKHOFF LLP2 years Service code 49 · EIN 13-3010201 | Other Services | $6,861 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,250 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,723 | $88,137+34.7% | $164,975-28.0% | $74,429+59.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 10.63% | 17.13%-6.5pp | 70.12%-59.5pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $6,795 | $2,597+161.6% | $4,343+56.5% | $2,625+158.9% |
| Participant deferral / active EE | $3,712 | $4,501-17.5% | $6,033-38.5% | $4,348-14.6% |
| Admin fee / account holder | $541 | $2,231-75.7% | $12,688-95.7% | $1,944-72.2% |