Filed March 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC. Service code 16 300 SOUTH CAMPBELL AVE. · SPRINGFIELD, MO 65806 | Consulting | $45,105 |
Filed as: GREENSFELDER Service code 16 10 SOUTH BROADWAY · ST. LOUIS, MO 63102 | Consulting | $18,918 |
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 | $38,358 | $38,510-0.4% | $74,549-48.5% | $73,367-47.7% |
| Participation rate | 25.1% | 53.5%-28.4pp | 69.1%-44.1pp | 69.5%-44.4pp |
| Annual return | -3.98% | -0.94%-3.0pp | 32.54%-36.5pp | 173.45%-177.4pp |
| Employer contribution / active EE | $41 | $774-94.8% | $1,961-97.9% | $2,499-98.4% |
| Participant deferral / active EE | $457 | $1,421-67.8% | $3,108-85.3% | $4,033-88.7% |
| Admin fee / account holder | $18 | $52-66.2% | $5,059-99.7% | $68-74.3% |