Filed February 25, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,300 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $21,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $54,095 | $54,1210% | $134,155-59.7% | $73,412-26.3% |
| Participation rate | 39.6% | 64.4%-24.7pp | 72.2%-32.5pp | 72.2%-32.5pp |
| Annual return | 9.68% | -312.52%+322.2pp | 36.34%-26.7pp | 59.30%-49.6pp |
| Employer contribution / active EE | $441 | $1,402-68.6% | $3,705-88.1% | $2,234-80.3% |
| Participant deferral / active EE | $1,229 | $2,844-56.8% | $3,500-64.9% | $3,806-67.7% |
| Admin fee / account holder | $278 | $132+109.9% | $6,685-95.8% | $158+75.9% |