Filed December 9, 2014
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $30,222 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,211 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,427 | $65,118-48.7% | $76,768-56.5% | $55,725-40.0% |
| Participation rate | 50.3% | 79.6%-29.3pp | 77.0%-26.6pp | 70.9%-20.5pp |
| Annual return | 12.11% | -1.27%+13.4pp | 2.43%+9.7pp | 244.93%-232.8pp |
| Employer contribution / active EE | $862 | $1,941-55.6% | $2,485-65.3% | $2,078-58.5% |
| Participant deferral / active EE | $1,411 | $3,688-61.7% | $3,852-63.4% | $3,356-57.9% |
| Admin fee / account holder | $213 | $116+83.5% | $6,675-96.8% | $115+84.6% |