Filed December 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL LIFE GROUP1 year Service code 64 · EIN 75-0953004 ONE NATIONAL DRIVE · MONTPELLAR, VT 058045555 | Recordkeeping Fees | $15,861 |
RPG CONSULTANTS2 years Service code 64 · EIN 13-4077182 181 S. FRANKLIN AVENUE, SUITE 202 · VALLEY STREAM, NY 11581 | Recordkeeping Fees | $15,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,265 | $39,948-69.3% | $89,391-86.3% | $73,409-83.3% |
| Participation rate | 57.2% | 50.4%+6.8pp | 68.0%-10.8pp | 72.2%-15.0pp |
| Annual return | 12.51% | 50.12%-37.6pp | 245.62%-233.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $345 | $1,200-71.2% | $2,586-86.6% | $2,234-84.5% |
| Participant deferral / active EE | $1,133 | $2,193-48.3% | $3,890-70.9% | $3,805-70.2% |
| Admin fee / account holder | $96 | $134-28.3% | $4,881-98.0% | $158-39.0% |