Filed November 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $585,338 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $81,708 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $49,980 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,590 | $2,687,218-96.9% | $165,071-48.8% | $199,960-57.7% |
| Participation rate | 95.7% | 78.3%+17.5pp | 78.6%+17.1pp | 72.0%+23.7pp |
| Annual return | 12.16% | 17.94%-5.8pp | 70.17%-58.0pp | 34.28%-22.1pp |
| Employer contribution / active EE | $1,828 | $2,958-38.2% | $4,347-58.0% | $3,036-39.8% |
| Participant deferral / active EE | $6,401 | $5,002+28.0% | $6,035+6.1% | $5,087+25.8% |
| Admin fee / account holder | $407 | $1,988-79.5% | $12,695-96.8% | $269+51.0% |