Filed December 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,817,627 |
Filed as: DIMEO SCHEIDER & ASSOC Service code 17 · EIN 36-4001764 | Pension Consulting | $102,050 |
REHMANN ROBSON1 year Filed as: REHMANN Service code 10 · EIN 38-3635706 | Accounting | $45,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,849 | $42,127-55.3% | $85,240-77.9% | $106,553-82.3% |
| Participation rate | 68.3% | 36.6%+31.7pp | 67.5%+0.7pp | 69.8%-1.6pp |
| Annual return | 17.40% | 36.21%-18.8pp | 66.75%-49.4pp | 17.37%0pp |
| Employer contribution / active EE | $87 | $825-89.4% | $2,735-96.8% | $3,359-97.4% |
| Participant deferral / active EE | $3,074 | $2,066+48.8% | $4,527-32.1% | $5,562-44.7% |
| Admin fee / account holder | $69 | $114-39.5% | $6,165-98.9% | $80-13.7% |