Filed December 11, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,551 |
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.)
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 | $86,844 | $99,957-13.1% | $149,745-42.0% | $73,497+18.2% |
| Participation rate | 52.8% | 75.7%-22.9pp | 82.5%-29.7pp | 70.7%-17.9pp |
| Annual return | 43.58% | 53.87%-10.3pp | 276.72%-233.1pp | 28.51%+15.1pp |
| Employer contribution / active EE | $2,008 | $3,191-37.1% | $4,646-56.8% | $2,270-11.5% |
| Participant deferral / active EE | $4,638 | $6,073-23.6% | $6,843-32.2% | $3,740+24.0% |
| Admin fee / account holder | $477 | $551-13.4% | $9,312-94.9% | $513-7.1% |