Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BETH MARTIN2+ years Filed as: BETH ISRAEL DEACONESS MEDICAL CNTR Service code 35 · EIN 04-2103881 | Direct payment from the plan; Employe... | $15,018 |
CAP FINANCIAL PARTNERS, LLC2+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 16 · EIN 26-0058143 | Consulting | $15,000 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,515 |
WILMERHALE2+ years Service code 29 · EIN 04-1409810 | Legal | $12,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,457 | $49,270-54.4% | $156,551-85.7% | $329,111-93.2% |
| Participation rate | 69.7% | 68.1%+1.5pp | 84.0%-14.4pp | 67.9%+1.8pp |
| Annual return | 6.94% | 23.25%-16.3pp | 32.23%-25.3pp | 16.35%-9.4pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $900 | $2,920-69.2% | $4,871-81.5% | $3,682-75.6% |
| Admin fee / account holder | $1 | $51-97.5% | $13,028-100.0% | $754-99.8% |