Filed April 4, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BHK INVESTMENT ADVISORS, LLC5+ years Service code 27 200 LAKE SHORE DR., STE. 250 · BIRMINGHAM, AL 35209 | Advisory (Plan) | $85,790 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $53,909 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,979 | $69,159+72.0% | $125,180-5.0% | $67,579+76.1% |
| Participation rate | 74.2% | 78.2%-4.0pp | 79.8%-5.6pp | 71.3%+2.9pp |
| Annual return | 25.17% | 27.12%-2.0pp | 43.79%-18.6pp | 378.56%-353.4pp |
| Employer contribution / active EE | $2,010 | $2,023-0.7% | $3,866-48.0% | $2,148-6.4% |
| Participant deferral / active EE | $3,190 | $3,700-13.8% | $4,937-35.4% | $3,539-9.9% |
| Admin fee / account holder | $515 | $142+263.7% | $9,703-94.7% | $142+262.3% |