Filed February 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48,080 |
Service code 27 · EIN 27-1003080 | Advisory (Plan) | $40,685 |
MATHER & CO., CPAS, LLC4 years Filed as: MATHER AND CO. Service code 10 · EIN 61-1210177 | Accounting | $9,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,595 | $78,419-20.2% | $133,978-53.3% | $73,412-14.7% |
| Participation rate | 71.9% | 78.6%-6.7pp | 79.8%-7.9pp | 72.2%-0.3pp |
| Annual return | 14.95% | 33.35%-18.4pp | 45.10%-30.1pp | 59.30%-44.3pp |
| Employer contribution / active EE | $1,114 | $2,044-45.5% | $3,919-71.6% | $2,234-50.1% |
| Participant deferral / active EE | $3,726 | $3,925-5.1% | $5,047-26.2% | $3,806-2.1% |
| Admin fee / account holder | $385 | $161+138.7% | $8,930-95.7% | $158+143.9% |