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 | $81,557-27.5% | $123,973-52.3% | $65,191-9.3% |
| Participation rate | 64.8% | 77.8%-13.0pp | 76.7%-11.9pp | 63.0%+1.8pp |
| Annual return | 6.20% | 11.45%-5.3pp | 388.13%-381.9pp | 51.24%-45.0pp |
| Employer contribution / active EE | $3,019 | $4,637-34.9% | $4,126-26.8% | $2,400+25.8% |
| Participant deferral / active EE | $5,746 | $2,628+118.7% | $5,247+9.5% | $2,671+115.1% |
| Admin fee / account holder | $343 | $1,040-67.0% | $11,799-97.1% | $907-62.1% |