Filed July 8, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,348 |
Filed as: CARROLL CONSULTANTS ADVISORS LTD Service code 27 · EIN 45-3943005 | Advisory (Plan) | $58,386 |
THE CAFARO GROUP LLC1 year Filed as: THE CAFARO GROUP Service code 13 · EIN 20-1963865 | Contract Administrator | $25,582 |
FAW CASSON2 years Service code 10 · EIN 52-0619968 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,519 | $58,655+125.9% | $91,994+44.1% | $65,185+103.3% |
| Participation rate | 95.7% | 75.3%+20.4pp | 78.6%+17.1pp | 70.2%+25.5pp |
| Annual return | 24.02% | 33.92%-9.9pp | 69.04%-45.0pp | 29.38%-5.4pp |
| Employer contribution / active EE | $4,117 | $2,080+97.9% | $3,453+19.3% | $2,177+89.2% |
| Participant deferral / active EE | $6,870 | $5,474+25.5% | $5,924+16.0% | $3,514+95.5% |
| Admin fee / account holder | $605 | $434+39.2% | $7,744-92.2% | $847-28.6% |