Filed September 19, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BCG SECURITIES1+ years Service code 27 · EIN 76-0028668 | Advisory (Plan) | $45,089 |
PIILLAR BENEFITS GROUOP1+ years Service code 27 · EIN 27-2291225 | Advisory (Plan) | $42,958 |
EISNERAMPER LLP1+ years Service code 10 · EIN 13-1639826 | Accounting | $17,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,775 |
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).
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 | $37,125 | $81,321-54.3% | $68,509-45.8% | $59,188-37.3% |
| Participation rate | 38.2% | 83.8%-45.6pp | 74.7%-36.5pp | 69.4%-31.2pp |
| Annual return | 0.94% | 4.65%-3.7pp | 8.27%-7.3pp | 5.51%-4.6pp |
| Employer contribution / active EE | $831 | $3,297-74.8% | $2,278-63.5% | $2,098-60.4% |
| Participant deferral / active EE | $2,050 | $4,592-55.4% | $3,382-39.4% | $3,265-37.2% |
| Admin fee / account holder | $211 | $62+241.8% | $5,275-96.0% | $92+128.8% |