Filed October 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $145,274 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $33,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,658 | $52,172-56.6% | $56,025-59.6% | $106,553-78.7% |
| Participation rate | 8.5% | 32.5%-24.0pp | 52.5%-44.0pp | 69.8%-61.3pp |
| Annual return | 13.43% | 17.21%-3.8pp | 1712.69%-1699.3pp | 17.37%-3.9pp |
| Employer contribution / active EE | $111 | $613-81.8% | $1,042-89.3% | $3,359-96.7% |
| Participant deferral / active EE | $328 | $1,424-76.9% | $1,955-83.2% | $5,562-94.1% |
| Admin fee / account holder | $105 | $90+16.5% | $2,828-96.3% | $80+32.4% |