Filed February 12, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-0230590 | Recordkeeping | $22,367 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,986 | $87,834-60.2% | $133,975-73.9% | $62,881-44.4% |
| Participation rate | 90.9% | 83.4%+7.5pp | 87.1%+3.8pp | 69.3%+21.6pp |
| Annual return | 5.51% | 12.05%-6.5pp | 29.29%-23.8pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,762 | $3,482-49.4% | $5,211-66.2% | $2,281-22.7% |
| Participant deferral / active EE | $3,075 | $4,812-36.1% | $6,282-51.1% | $3,203-4.0% |
| Admin fee / account holder | $302 | $5,372-94.4% | $9,324-96.8% | $4,296-93.0% |