Filed March 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 17 300 SOUTH CAMPBELL AVE. · SPRINGFIELD, MO 65806 | Pension Consulting | $30,131 |
Filed as: GREENSFELDER Service code 16 · EIN 43-1313567 | Consulting | $11,323 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, SMITH WALLACE LLC Service code 10 · EIN 43-1001367 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,349 | $31,036+26.8% | $71,793-45.2% | $65,292-39.7% |
| Participation rate | 28.5% | 56.1%-27.5pp | 69.1%-40.6pp | 72.4%-43.9pp |
| Annual return | 7.83% | 8.62%-0.8pp | 78.04%-70.2pp | 11.84%-4.0pp |
| Employer contribution / active EE | $46 | $662-93.1% | $1,924-97.6% | $2,302-98.0% |
| Participant deferral / active EE | $544 | $1,336-59.3% | $2,794-80.5% | $3,579-84.8% |
| Admin fee / account holder | $12 | $65-81.1% | $4,815-99.7% | $57-78.7% |