Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,750 |
Service code 10 · EIN 25-1408703 | Accounting | $24,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,671 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,321 | $122,042+57.6% | $184,260+4.4% | $74,459+158.3% |
| Participation rate | 98.2% | 85.5%+12.7pp | 86.8%+11.4pp | 67.2%+31.0pp |
| Annual return | 12.54% | 19.91%-7.4pp | 28.84%-16.3pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $4,180 | $4,537-7.9% | $6,427-35.0% | $2,626+59.2% |
| Participant deferral / active EE | $9,821 | $7,143+37.5% | $9,133+7.5% | $4,350+125.8% |
| Admin fee / account holder | $376 | $1,252-70.0% | $13,898-97.3% | $1,945-80.7% |