Filed November 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
GEFFEN MESHER2 years Filed as: GEFFEN MESHER & COMPANY, P.C Service code 10 · EIN 93-1042710 | Accounting | $22,000 |
MORNINGSTAR4+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $10,760 |
MORAN KNOBEL2 years Service code 16 · EIN 91-0964302 | Consulting | $0 |
PACIFIC PORTFOLIO CONSULTING4+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 26 · EIN 20-3430177 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $79,255 | $35,485+123.3% | $74,551+6.3% | $55,725+42.2% |
| Participation rate | 48.9% | 62.5%-13.6pp | 69.1%-20.2pp | 70.9%-21.9pp |
| Annual return | -6.31% | 0.72%-7.0pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $445 | $777-42.7% | $1,961-77.3% | $2,078-78.6% |
| Participant deferral / active EE | $3,109 | $2,181+42.6% | $3,1080% | $3,356-7.3% |
| Admin fee / account holder | $389 | $114+239.8% | $5,059-92.3% | $115+237.3% |