Filed February 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,928 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,819 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,906 | $65,125-31.0% | $143,797-68.8% | $66,949-32.9% |
| Participation rate | 75.9% | 65.2%+10.7pp | 80.3%-4.4pp | 69.8%+6.1pp |
| Annual return | -8.26% | -11.13%+2.9pp | -0.04%-8.2pp | 1.57%-9.8pp |
| Employer contribution / active EE | $786 | $2,362-66.7% | $4,952-84.1% | $2,545-69.1% |
| Participant deferral / active EE | $2,796 | $2,920-4.3% | $5,638-50.4% | $4,239-34.0% |
| Admin fee / account holder | $308 | $503-38.7% | $14,679-97.9% | $594-48.1% |