Filed December 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $27,416 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,302 |
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 | $113,690 | $122,239-7.0% | $184,203-38.3% | $74,495+52.6% |
| Participation rate | 95.1% | 85.5%+9.6pp | 86.8%+8.3pp | 67.2%+27.9pp |
| Annual return | 16.65% | 19.95%-3.3pp | 28.81%-12.2pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $4,902 | $4,537+8.0% | $6,427-23.7% | $2,623+86.9% |
| Participant deferral / active EE | $9,242 | $7,139+29.5% | $9,131+1.2% | $4,346+112.7% |
| Admin fee / account holder | $458 | $1,260-63.7% | $13,901-96.7% | $1,942-76.4% |