Filed December 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $33,706 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,939 |
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 | $141,542 | $132,049+7.2% | $200,582-29.4% | $74,304+90.5% |
| Participation rate | 98.0% | 84.1%+14.0pp | 86.9%+11.2pp | 60.3%+37.7pp |
| Annual return | 16.94% | 22.22%-5.3pp | 42.33%-25.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $4,902 | $4,558+7.6% | $6,419-23.6% | $2,241+118.7% |
| Participant deferral / active EE | $10,149 | $7,213+40.7% | $9,331+8.8% | $3,767+169.4% |
| Admin fee / account holder | $541 | $2,405-77.5% | $16,305-96.7% | $2,969-81.8% |