Filed August 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3 years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 27 · EIN 27-4981131 | Advisory (Plan) | $12,275 |
EPLAN ADVISORS, LLC3 years Filed as: EPLAN SERVICES, INC Service code 64 · EIN 77-6214267 | Recordkeeping Fees | $8,534 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,184 | $77,816-72.8% | $123,552-82.9% | $64,173-67.0% |
| Participation rate | 32.6% | 74.7%-42.2pp | 82.3%-49.7pp | 69.6%-37.0pp |
| Annual return | -3.55% | 12.49%-16.0pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,636 | $5,240-11.5% | $6,426-27.9% | $3,470+33.6% |
| Admin fee / account holder | $182 | $5,519-96.7% | $9,285-98.0% | $4,887-96.3% |