Filed April 23, 2015
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $48,017 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,797 | $63,314+19.7% | $91,004-16.7% | $62,293+21.7% |
| Participation rate | 90.4% | 73.3%+17.0pp | 75.6%+14.7pp | 69.5%+20.8pp |
| Annual return | 16.33% | 21.00%-4.7pp | 4.60%+11.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,518 | $1,807+39.3% | $2,456+2.5% | $2,042+23.3% |
| Participant deferral / active EE | $3,320 | $2,944+12.8% | $3,548-6.4% | $3,169+4.8% |
| Admin fee / account holder | $345 | $468-26.1% | $5,417-93.6% | $479-27.9% |