Filed September 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOETGE RETIREMENT PLAN SERVICES Service code 15 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $21,927 |
COURIER CAPITAL3+ years Filed as: COURIER CAPITAL CORPORATION Service code 51 214 WEST FIFTH STREET · JAMESTOWN, NY 14701 | Investment Mgmt Fees | $9,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $4,958,097 | $46,173+10638.2% | $170,435+2809.1% | $69,631+7020.5% |
| Participation rate | 0.0% | 63.9%-63.9pp | 83.6%-83.6pp | 70.7%-70.7pp |
| Annual return | 15.57% | 21.62%-6.0pp | 205.94%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $277 | $1,610-82.8% | $5,432-94.9% | $2,032-86.4% |
| Participant deferral / active EE | $787 | $2,080-62.2% | $4,939-84.1% | $3,224-75.6% |
| Admin fee / account holder | $17,188 | $116+14722.0% | $13,881+23.8% | $110+15463.3% |