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| Provider | Service type | Compensation |
|---|---|---|
JGD & ASSOCIATES LLP1 year Filed as: JGD AND ASSOCIATES Service code 10 · EIN 95-3122551 | Accounting | $39,997 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $17,496 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,496 |
Service code 17 · EIN 13-5684085 | Pension Consulting | $13,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,773 | $93,010-79.8% | $96,538-80.6% | $74,473-74.8% |
| Participation rate | 62.8% | 71.6%-8.7pp | 74.3%-11.5pp | 70.7%-7.9pp |
| Annual return | 11.98% | 37.50%-25.5pp | 35.74%-23.8pp | 34.36%-22.4pp |
| Employer contribution / active EE | $1,758 | $3,427-48.7% | $3,740-53.0% | $2,638-33.3% |
| Participant deferral / active EE | $875 | $3,971-78.0% | $4,880-82.1% | $4,530-80.7% |
| Admin fee / account holder | $416 | $633-34.4% | $6,737-93.8% | $347+19.8% |