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 | $50,820+116.4% | $155,567-29.3% | $77,671+41.6% |
| Participation rate | 71.7% | 63.1%+8.6pp | 78.2%-6.5pp | 70.6%+1.1pp |
| Annual return | 11.09% | 34.85%-23.8pp | 64.74%-53.6pp | 31.21%-20.1pp |
| Employer contribution / active EE | $2,771 | $1,993+39.1% | $4,674-40.7% | $2,726+1.6% |
| Participant deferral / active EE | $4,545 | $2,823+61.0% | $5,628-19.2% | $4,648-2.2% |
| Admin fee / account holder | $396 | $436-9.1% | $15,916-97.5% | $430-7.9% |