Filed May 31, 2017 (most recent of 3 filings on file)
Total covered: 8 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,627 | $53,925+60.6% | $75,501+14.7% | $69,631+24.4% |
| Participation rate | 92.3% | 71.2%+21.1pp | 72.4%+20.0pp | 70.7%+21.6pp |
| Annual return | 11.39% | 17.84%-6.4pp | 27.35%-16.0pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $5,889 | $1,802+226.8% | $2,352+150.4% | $2,032+189.8% |
| Participant deferral / active EE | $4,400 | $2,569+71.3% | $3,142+40.0% | $3,224+36.5% |
| Admin fee / account holder | $622 | $97+540.9% | $5,801-89.3% | $110+463.6% |