Filed August 22, 2016 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,316 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,539 | $84,784-89.9% | $98,439-91.3% | $74,419-88.5% |
| Participation rate | 95.6% | 81.5%+14.1pp | 75.2%+20.5pp | 70.7%+24.9pp |
| Annual return | 150.55% | 20.59%+130.0pp | 21.16%+129.4pp | 34.38%+116.2pp |
| Employer contribution / active EE | $1,613 | $3,364-52.0% | $3,048-47.1% | $2,637-38.8% |
| Participant deferral / active EE | $2,251 | $5,218-56.9% | $4,738-52.5% | $4,528-50.3% |
| Admin fee / account holder | $94 | $204-54.1% | $8,948-99.0% | $348-73.0% |