Filed January 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
HADDON LIBBY1 year Filed as: HADDON LIBBY DBO WINSLOW DRAKE Service code 26 73438 IRONTREE DR. · PALM DESERT, CA 92260 | Advisory (Participants) | $21,362 |
PAYCHEX, INC.1 year Filed as: PAYCHEX Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $7,485 |
HADDON LIBBY1 year Service code 26 73438 IRONTREE DRIVE · PALM DESERT, CA 92260 | Advisory (Participants) | $5,775 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,827 | $84,236-42.0% | $170,435-71.4% | $70,126-30.4% |
| Participation rate | 83.5% | 70.8%+12.7pp | 83.6%-0.1pp | 69.5%+14.0pp |
| Annual return | 14.81% | 23.06%-8.3pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,354 | $3,387-60.0% | $5,432-75.1% | $2,343-42.2% |
| Participant deferral / active EE | $3,818 | $3,086+23.7% | $4,939-22.7% | $3,332+14.6% |
| Admin fee / account holder | $354 | $5,698-93.8% | $13,881-97.4% | $4,645-92.4% |