Filed September 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CONTAINER GRAPHICS CORP1+ years Service code 10 · EIN 34-0868051 | Accounting | $15,600 |
CENSEO ADVISORS1+ years Service code 34 680 VILLAGE TRACE NE · MARIETTA, GA 30067 | Valuation (appraisals, etc.) | $10,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,483 | $60,165-21.1% | $74,184-36.0% | $55,167-13.9% |
| Participation rate | 29.8% | 74.2%-44.4pp | 76.6%-46.8pp | 69.0%-39.2pp |
| Annual return | 0.04% | 10.00%-10.0pp | 17.74%-17.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $401 | $419-4.3% | $5,586-92.8% | $504-20.3% |