Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
JAMES MOORE & CO., P.L.4+ years Filed as: JAMES MOORE & COMPANY Service code 10 · EIN 59-3204548 121 EXECUTIVE CIRCLE · DAYTONA BEACH, FL 32114 | Accounting | $12,000 |
BDO USA, LLP1 year Filed as: BDO USA Service code 14 · EIN 13-5381590 | Plan Administrator | $7,300 |
Filed as: JOHN HANCOCK (USA) Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14302 | Recordkeeping | $1,656 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,588 | $52,961-59.2% | $172,755-87.5% | $65,185-66.9% |
| Participation rate | 68.0% | 66.2%+1.8pp | 82.6%-14.6pp | 70.2%-2.2pp |
| Annual return | 4.46% | 30.12%-25.7pp | 802.94%-798.5pp | 29.38%-24.9pp |
| Employer contribution / active EE | $1,000 | $2,190-54.4% | $5,144-80.6% | $2,177-54.1% |
| Participant deferral / active EE | $1,407 | $2,471-43.1% | $5,198-72.9% | $3,514-60.0% |
| Admin fee / account holder | $302 | $472-36.0% | $13,955-97.8% | $847-64.4% |