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 | $77,788-24.0% | $119,126-50.4% | $64,728-8.7% |
| Participation rate | 64.8% | 69.4%-4.6pp | 75.8%-11.0pp | 57.9%+6.9pp |
| Annual return | 6.20% | 13.19%-7.0pp | 282.11%-275.9pp | 49.38%-43.2pp |
| Employer contribution / active EE | $3,019 | $4,031-25.1% | $4,034-25.2% | $2,243+34.6% |
| Participant deferral / active EE | $5,746 | $2,599+121.1% | $5,318+8.0% | $2,729+110.5% |
| Admin fee / account holder | $343 | $1,365-74.8% | $10,693-96.8% | $1,145-70.0% |