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 | $38,256 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $34,260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,109 | $58,312+116.3% | $86,656+45.5% | $71,529+76.3% |
| Participation rate | 92.7% | 65.0%+27.7pp | 71.7%+21.0pp | 67.9%+24.8pp |
| Annual return | 17.12% | 24.08%-7.0pp | 593.09%-576.0pp | 28.97%-11.8pp |
| Employer contribution / active EE | $3,629 | $2,576+40.9% | $3,025+20.0% | $2,590+40.1% |
| Participant deferral / active EE | $9,212 | $3,439+167.9% | $4,439+107.5% | $4,291+114.7% |
| Admin fee / account holder | $511 | $1,057-51.7% | $5,619-90.9% | $1,588-67.8% |