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 | $1,605,154 |
Filed as: DIMEO SCHEIDER & ASSOC Service code 17 · EIN 36-4001764 | Pension Consulting | $64,375 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $50,589 |
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 | $15,994 | $36,954-56.7% | $80,669-80.2% | $96,393-83.4% |
| Participation rate | 64.4% | 33.6%+30.8pp | 67.0%-2.6pp | 71.3%-6.9pp |
| Annual return | 47.06% | 36.74%+10.3pp | 937.61%-890.5pp | 22.88%+24.2pp |
| Employer contribution / active EE | $81 | $776-89.6% | $2,724-97.0% | $3,239-97.5% |
| Participant deferral / active EE | $2,546 | $1,942+31.1% | $4,444-42.7% | $5,455-53.3% |
| Admin fee / account holder | $60 | $115-48.1% | $5,384-98.9% | $74-19.2% |