Filed February 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $25,721 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,295 | $73,978+3.1% | $96,515-20.9% | $75,173+1.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.04% | 26.72%-13.7pp | 35.73%-22.7pp | 160.72%-147.7pp |
| Employer contribution / active EE | $2,321 | $2,931-20.8% | $3,740-37.9% | $2,671-13.1% |
| Participant deferral / active EE | $3,547 | $3,660-3.1% | $4,880-27.3% | $4,126-14.1% |
| Admin fee / account holder | $332 | $5,219-93.6% | $6,735-95.1% | $5,651-94.1% |