Filed December 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,430 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $20,507 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,255 | $130,194-33.7% | $169,993-49.3% | $71,457+20.7% |
| Participation rate | 96.2% | 86.1%+10.0pp | 87.0%+9.2pp | 67.9%+28.2pp |
| Annual return | 19.59% | 20.37%-0.8pp | 53.37%-33.8pp | 28.85%-9.3pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,154 | $6,923+32.2% | $10,408-12.0% | $4,289+113.4% |
| Admin fee / account holder | $362 | $966-62.6% | $12,815-97.2% | $1,587-77.2% |