Filed December 11, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,828 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $73,052 | $89,652-18.5% | $141,197-48.3% | $65,186+12.1% |
| Participation rate | 57.0% | 74.7%-17.7pp | 82.5%-25.5pp | 70.2%-13.2pp |
| Annual return | 35.75% | 32.79%+3.0pp | 71.41%-35.7pp | 29.39%+6.4pp |
| Employer contribution / active EE | $2,855 | $3,065-6.9% | $4,736-39.7% | $2,177+31.1% |
| Participant deferral / active EE | $6,292 | $5,691+10.6% | $6,710-6.2% | $3,514+79.1% |
| Admin fee / account holder | $444 | $569-21.9% | $10,265-95.7% | $847-47.6% |