Filed December 11, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,212 |
PBMARES, LLP1 year Service code 49 · EIN 54-0737372 | Other Services | $4,023 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,130 | $104,479-30.0% | $159,474-54.1% | $79,391-7.9% |
| Participation rate | 63.2% | 76.6%-13.4pp | 82.8%-19.6pp | 70.7%-7.5pp |
| Annual return | 31.82% | 67.98%-36.2pp | 263.68%-231.9pp | 116.88%-85.1pp |
| Employer contribution / active EE | $2,650 | $3,417-22.4% | $4,831-45.1% | $2,428+9.2% |
| Participant deferral / active EE | $6,028 | $6,468-6.8% | $7,353-18.0% | $4,046+49.0% |
| Admin fee / account holder | $462 | $711-35.1% | $10,802-95.7% | $627-26.3% |