Filed July 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $158,421 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,913,506 | $46,332+23455.0% | $143,799+7489.4% | $64,819+16736.9% |
| Participation rate | 0.0% | 64.2%-64.2pp | 80.3%-80.3pp | 71.5%-71.5pp |
| Annual return | -16.16% | -10.05%-6.1pp | -0.04%-16.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $2,037 | $1,911+6.6% | $4,952-58.9% | $2,507-18.8% |
| Participant deferral / active EE | $3,800 | $2,647+43.5% | $5,638-32.6% | $4,311-11.9% |
| Admin fee / account holder | $31,684 | $154+20493.6% | $14,677+115.9% | $188+16768.8% |