Filed January 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CRESCENDO RETIREMENT PLAN ADVISORS, Service code 15 · EIN 99-2772395 | Recordkeeping | $41,650 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,473 |
PEGGY S. EDGE, CPA, LLC4 years Filed as: PEGGY S. EDGE CPA LLC Service code 15 · EIN 26-4527814 | Recordkeeping | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,207 | $53,053+28.6% | $126,539-46.1% | $74,304-8.2% |
| Participation rate | 95.2% | 48.0%+47.1pp | 69.8%+25.3pp | 60.3%+34.8pp |
| Annual return | 14.53% | 29.46%-14.9pp | 425.95%-411.4pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,753 | $1,168+50.2% | $3,674-52.3% | $2,241-21.8% |
| Participant deferral / active EE | $3,868 | $2,303+68.0% | $4,083-5.2% | $3,767+2.7% |
| Admin fee / account holder | $401 | $3,698-89.2% | $6,065-93.4% | $2,969-86.5% |