Filed July 11, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,610 | $77,962+67.5% | $178,540-26.8% | $80,935+61.4% |
| Participation rate | 98.8% | 65.7%+33.1pp | 77.1%+21.7pp | 67.7%+31.1pp |
| Annual return | 12.86% | 18.10%-5.2pp | 27.15%-14.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $2,910 | $2,280+27.6% | $3,953-26.4% | $2,757+5.6% |
| Participant deferral / active EE | $6,003 | $4,404+36.3% | $6,281-4.4% | $4,299+39.6% |
| Admin fee / account holder | $815 | $7,156-88.6% | $10,424-92.2% | $6,924-88.2% |