Filed August 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 27 · EIN 27-4981131 | Advisory (Plan) | $9,594 |
EPLAN ADVISORS, LLC2 years Filed as: EPLAN SERVICES, INC Service code 64 · EIN 77-6214267 | Recordkeeping Fees | $7,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,552 | $85,766-74.9% | $136,298-84.2% | $70,126-69.3% |
| Participation rate | 38.9% | 74.2%-35.3pp | 81.9%-43.0pp | 69.5%-30.7pp |
| Annual return | 60.50% | 31.46%+29.0pp | 5156.27%-5095.8pp | 73.15%-12.7pp |
| Employer contribution / active EE | $201 | $2,966-93.2% | $4,696-95.7% | $2,343-91.4% |
| Participant deferral / active EE | $4,717 | $5,051-6.6% | $6,247-24.5% | $3,332+41.6% |
| Admin fee / account holder | $155 | $5,421-97.1% | $9,244-98.3% | $4,645-96.7% |