Filed May 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $34,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,879 | $75,183+4.9% | $123,894-36.3% | $55,167+43.0% |
| Participation rate | 59.7% | 72.8%-13.1pp | 81.4%-21.7pp | 69.0%-9.3pp |
| Annual return | 11.87% | 19.01%-7.1pp | 47.52%-35.6pp | 169.23%-157.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,025 | $5,084+18.5% | $5,984+0.7% | $3,054+97.3% |
| Admin fee / account holder | $395 | $663-40.4% | $8,357-95.3% | $504-21.6% |