Filed September 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CONTAINER GRAPHICS CORP2+ years Service code 10 · EIN 34-0868051 | Accounting | $15,600 |
CENSEO ADVISORS2+ years Service code 34 680 VILLAGE TRACE NE · MARIETTA, GA 30067 | Valuation (appraisals, etc.) | $11,000 |
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.
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 | $48,752 | $64,909-24.9% | $82,312-40.8% | $62,293-21.7% |
| Participation rate | 28.8% | 74.9%-46.1pp | 76.9%-48.1pp | 69.5%-40.7pp |
| Annual return | 9.20% | 21.18%-12.0pp | 25.88%-16.7pp | 28.90%-19.7pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $443 | $440+0.7% | $5,608-92.1% | $479-7.7% |