Filed April 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $78,961 |
FIDUCIARY PLAN CONSULTANTS LLC2 years Service code 27 · EIN 47-1186155 | Advisory (Plan) | $48,417 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,086 | $99,957+23.1% | $149,696-17.8% | $73,488+67.5% |
| Participation rate | 94.7% | 75.7%+19.0pp | 82.5%+12.3pp | 70.7%+24.1pp |
| Annual return | 38.55% | 53.87%-15.3pp | 276.60%-238.0pp | 28.51%+10.0pp |
| Employer contribution / active EE | $5,227 | $3,191+63.8% | $4,644+12.6% | $2,270+130.3% |
| Participant deferral / active EE | $12,138 | $6,073+99.9% | $6,842+77.4% | $3,740+224.6% |
| Admin fee / account holder | $303 | $551-45.0% | $9,309-96.7% | $513-41.0% |