Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BIDMC2+ years Service code 35 · EIN 04-2103881 | Direct payment from the plan; Employe... | $122,516 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,419 |
Filed as: CAP FINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $73,352 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 50 · EIN 22-2232264 | Direct Payment | $38,944 |
Service code 10 · EIN 04-1409810 | Accounting | $18,329 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW LP Service code 10 · EIN 36-2152202 | Accounting | $17,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,886 | $49,270+39.8% | $156,551-56.0% | $329,111-79.1% |
| Participation rate | 69.3% | 68.1%+1.2pp | 84.0%-14.7pp | 67.9%+1.4pp |
| Annual return | 7.38% | 23.25%-15.9pp | 32.23%-24.9pp | 16.35%-9.0pp |
| Employer contribution / active EE | $3,209 | $1,534+109.1% | $5,501-41.7% | $2,303+39.3% |
| Participant deferral / active EE | $2,985 | $2,920+2.2% | $4,871-38.7% | $3,682-18.9% |
| Admin fee / account holder | $0 | $51-100.0% | $13,028-100.0% | $754-100.0% |