Filed September 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CONTAINER GRAPHICS CORP5+ years Service code 10 · EIN 34-0868051 | Accounting | $18,600 |
CENSEO ADVISORS5+ years Service code 34 680 VILLAGE TRACE NE · MARIETTA, GA 30067 | Valuation (appraisals, etc.) | $11,000 |
BATCHELOR, TILLERY & ROBERTS2 years Filed as: BATCHELOR, TILLERY & ROBERTS, LLP Service code 10 · EIN 56-1750124 | Accounting | $5,320 |
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 | $47,175 | $73,638-35.9% | $95,964-50.8% | $73,497-35.8% |
| Participation rate | 25.2% | 76.2%-50.9pp | 77.1%-51.9pp | 70.7%-45.5pp |
| Annual return | 4.79% | 16.78%-12.0pp | 91.64%-86.8pp | 28.51%-23.7pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $626 | $482+29.9% | $6,797-90.8% | $513+22.1% |