Filed December 28, 2015
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,341 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,363 |
WITHUMSMITH+BROWN, PC2+ years Filed as: WITHUMSMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $21,736 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE RIDGE ASSOCIATES Service code 13 · EIN 13-4238973 | Contract Administrator | $20,923 |
COASTAL PENSION SERVICES2+ years Filed as: COASTAL PENSION SERVICES, LLC Service code 13 · EIN 52-1053785 | Contract Administrator | $13,639 |
ARTIS SENIOR LIVING, LLC1 year Service code 38 · EIN 30-0718471 | Participant Communication | $9,469 |
APRIO LLP1 year Filed as: APRIO WEALTH MANAGEMENT, LLC Service code 27 · EIN 58-2484343 | Advisory (Plan) | $8,040 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,601 | $46,464+51.9% | $150,298-53.0% | $79,634-11.3% |
| Participation rate | 30.9% | 57.0%-26.0pp | 77.8%-46.8pp | 62.5%-31.5pp |
| Annual return | 14.52% | 27.89%-13.4pp | 62.79%-48.3pp | 36.46%-21.9pp |
| Employer contribution / active EE | $880 | $1,512-41.7% | $4,154-78.8% | $2,529-65.2% |
| Participant deferral / active EE | $1,818 | $2,157-15.7% | $5,453-66.7% | $3,835-52.6% |
| Admin fee / account holder | $326 | $891-63.4% | $14,116-97.7% | $1,002-67.5% |