Filed February 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ARGI INVESTMENT SERVICES LLC3 years Service code 27 · EIN 27-1003080 | Advisory (Plan) | $51,203 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50,100 |
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 | $56,530 | $71,142-20.5% | $119,634-52.7% | $64,824-12.8% |
| Participation rate | 77.9% | 78.6%-0.7pp | 79.3%-1.4pp | 71.5%+6.4pp |
| Annual return | -17.89% | -10.01%-7.9pp | -14.98%-2.9pp | 32.84%-50.7pp |
| Employer contribution / active EE | $1,547 | $2,497-38.1% | $4,232-63.5% | $2,507-38.3% |
| Participant deferral / active EE | $4,648 | $4,490+3.5% | $5,601-17.0% | $4,311+7.8% |
| Admin fee / account holder | $351 | $162+116.3% | $10,329-96.6% | $188+86.7% |