Filed November 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
GEFFEN MESHER1 year Filed as: GEFFEN MESHER & COMPANY, P.C Service code 10 · EIN 93-1042710 | Accounting | $40,945 |
PACIFIC PORTFOLIO CONSULTING3+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 26 · EIN 20-3430177 | Advisory (Participants) | $17,136 |
MORAN KNOBEL1 year Service code 16 · EIN 91-0964302 | Consulting | $16,990 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $14,821 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,374 | $48,064+54.7% | $78,778-5.6% | $69,631+6.8% |
| Participation rate | 47.0% | 61.6%-14.6pp | 69.2%-22.2pp | 70.7%-23.7pp |
| Annual return | 17.67% | 21.81%-4.1pp | 35.62%-18.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $443 | $744-40.4% | $1,986-77.7% | $2,032-78.2% |
| Participant deferral / active EE | $2,969 | $2,079+42.8% | $2,958+0.4% | $3,224-7.9% |
| Admin fee / account holder | $360 | $152+136.9% | $5,134-93.0% | $110+226.1% |