Filed March 7, 2018
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
QM ADVISORS LLC5 years Service code 27 · EIN 83-0830024 | Advisory (Plan) | $33,962 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $0 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,124 | $92,224-35.9% | $105,223-43.8% | $79,634-25.8% |
| Participation rate | 64.8% | 69.2%-4.4pp | 75.0%-10.3pp | 62.5%+2.3pp |
| Annual return | 6.20% | 88.65%-82.4pp | 180.65%-174.5pp | 36.46%-30.3pp |
| Employer contribution / active EE | $3,019 | $3,965-23.9% | $3,689-18.1% | $2,529+19.4% |
| Participant deferral / active EE | $5,746 | $3,834+49.9% | $5,072+13.3% | $3,835+49.8% |
| Admin fee / account holder | $343 | $1,121-69.4% | $8,859-96.1% | $1,002-65.7% |