Filed May 26, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,071 |
Service code 16 · EIN 47-1411118 | Consulting | $15,619 |
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.)
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 | $50,679 | $43,504+16.5% | $68,612-26.1% | $56,287-10.0% |
| Participation rate | 54.1% | 67.8%-13.8pp | 72.2%-18.2pp | 69.9%-15.8pp |
| Annual return | 3.75% | -3.15%+6.9pp | -4.63%+8.4pp | -9.96%+13.7pp |
| Employer contribution / active EE | $1,362 | $1,525-10.7% | $2,625-48.1% | $2,111-35.5% |
| Participant deferral / active EE | $4,039 | $2,509+61.0% | $3,311+22.0% | $3,350+20.6% |
| Admin fee / account holder | $317 | $515-38.4% | $5,131-93.8% | $521-39.1% |