Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BIDMC1+ years Service code 35 · EIN 04-2103881 | Employee (plan sponsor); Direct payme... | $154,477 |
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 16 · EIN 26-0058143 | Consulting | $71,547 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,384 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 50 · EIN 22-2232264 | Direct Payment | $9,617 |
Service code 10 · EIN 04-1409810 | Accounting | $7,771 |
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 | $56,356 | $46,516+21.2% | $147,618-61.8% | $69,651-19.1% |
| Participation rate | 70.1% | 65.8%+4.3pp | 84.6%-14.5pp | 66.6%+3.5pp |
| Annual return | 1.31% | 9.48%-8.2pp | 61.98%-60.7pp | 53.77%-52.5pp |
| Employer contribution / active EE | $3,215 | $1,393+130.8% | $5,564-42.2% | $2,241+43.5% |
| Participant deferral / active EE | $2,899 | $2,719+6.6% | $4,895-40.8% | $3,635-20.3% |
| Admin fee / account holder | $0 | $45-100.0% | $11,612-100.0% | $63-100.0% |