Filed June 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
IPI WEALTH MANAGEMENT INC1+ years Filed as: IPI WEALTH MANAGEMENT Service code 27 · EIN 36-4061968 226 W ELDORADO STREET · DECATUR, IL 62522 | Advisory (Plan) | $52,852 |
RETIREMENT, LLC1+ years Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Recordkeeping | $47,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,900 | $34,492-42.3% | $80,004-75.1% | $55,191-63.9% |
| Participation rate | 49.6% | 62.9%-13.2pp | 73.0%-23.4pp | 69.2%-19.5pp |
| Annual return | 2.10% | 3.50%-1.4pp | 7.63%-5.5pp | 10.78%-8.7pp |
| Employer contribution / active EE | $768 | $1,043-26.4% | $2,473-69.0% | $1,899-59.6% |
| Participant deferral / active EE | $2,986 | $2,104+42.0% | $3,204-6.8% | $3,046-2.0% |
| Admin fee / account holder | $193 | $69+178.1% | $5,033-96.2% | $91+112.5% |