Filed February 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
JAMES A. REICHERT1 year Filed as: JAMES R VANNOY & SONS CONSTRUCTION Service code 99 PO BOX 635 · JEFFERSON, NC 28640 | Other Fees | $75,658 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,680 | $66,601-19.4% | $92,909-42.2% | $67,579-20.6% |
| Participation rate | 68.8% | 72.5%-3.7pp | 76.0%-7.3pp | 71.3%-2.5pp |
| Annual return | 29.28% | 92.58%-63.3pp | 109.44%-80.2pp | 378.56%-349.3pp |
| Employer contribution / active EE | $1,371 | $2,775-50.6% | $3,653-62.5% | $2,148-36.1% |
| Participant deferral / active EE | $4,397 | $3,157+39.3% | $4,238+3.7% | $3,539+24.2% |
| Admin fee / account holder | $486 | $199+144.4% | $5,795-91.6% | $142+241.6% |