Filed November 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $34,885 |
ANEW ADVISORS LLC3 years Service code 16 · EIN 87-1992226 | Consulting | $19,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,788 | $61,391-56.4% | $149,723-82.1% | $71,529-62.5% |
| Participation rate | 44.9% | 62.5%-17.6pp | 78.8%-33.9pp | 67.9%-23.1pp |
| Annual return | 16.15% | 35.88%-19.7pp | 134.50%-118.3pp | 28.97%-12.8pp |
| Employer contribution / active EE | $136 | $2,384-94.3% | $4,821-97.2% | $2,590-94.7% |
| Participant deferral / active EE | $971 | $2,921-66.8% | $5,682-82.9% | $4,291-77.4% |
| Admin fee / account holder | $4 | $1,264-99.7% | $13,215-100.0% | $1,588-99.7% |