Filed January 29, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,066 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $43,107 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,557 | $56,317+197.5% | $71,209+135.3% | $74,304+125.5% |
| Participation rate | 98.2% | 55.1%+43.0pp | 73.8%+24.4pp | 60.3%+37.8pp |
| Annual return | 18.90% | 42.83%-23.9pp | 282.51%-263.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $4,342 | $2,160+101.0% | $2,721+59.6% | $2,241+93.7% |
| Participant deferral / active EE | $10,615 | $2,788+280.8% | $4,175+154.3% | $3,767+181.8% |
| Admin fee / account holder | $682 | $2,290-70.2% | $5,349-87.3% | $2,969-77.0% |