Filed May 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADVISORY ALPHA, LLC1+ years Service code 27 148 S. RIVER AVENUE, SUITE 301 · HOLLAND, MI 49423 | Advisory (Plan) | $27,251 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 37 · EIN 75-3182674 4010 BOY SCOUT BLVD., SUITE 450 · TAMPA, FL 33607 | Loan Processing | $10,162 |
ASCENSUS LLC1+ years Filed as: DWC ERISA CONSULTANTS Service code 17 · EIN 26-2091417 P.O. BOX 241267 · ST. PAUL, MN 55124 | Pension Consulting | $5,340 |
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.
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 | $46,923 | $70,667-33.6% | $123,105-61.9% | $52,331-10.3% |
| Participation rate | 78.6% | 83.7%-5.1pp | 86.8%-8.1pp | 68.1%+10.5pp |
| Annual return | -4.93% | 6.23%-11.2pp | 13.22%-18.2pp | 4.54%-9.5pp |
| Employer contribution / active EE | $2,061 | $2,946-30.0% | $5,151-60.0% | $1,882+9.6% |
| Participant deferral / active EE | $4,757 | $4,493+5.9% | $6,229-23.6% | $3,022+57.4% |
| Admin fee / account holder | $375 | $506-26.0% | $9,014-95.8% | $592-36.6% |