Filed December 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,613 |
Service code 27 · EIN 63-0879387 | Advisory (Plan) | $53,831 |
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 | $109,988 | $50,919+116.0% | $155,556-29.3% | $77,762+41.4% |
| Participation rate | 71.7% | 63.1%+8.6pp | 78.2%-6.5pp | 70.6%+1.1pp |
| Annual return | 11.09% | 34.84%-23.7pp | 64.84%-53.7pp | 31.27%-20.2pp |
| Employer contribution / active EE | $2,771 | $1,991+39.2% | $4,675-40.7% | $2,728+1.6% |
| Participant deferral / active EE | $4,545 | $2,824+60.9% | $5,631-19.3% | $4,651-2.3% |
| Admin fee / account holder | $396 | $437-9.2% | $15,885-97.5% | $433-8.4% |