Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 26-0058143 | Consulting | $1,403,379 |
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $284,860 |
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISERS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $231,401 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $185,222 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $62,059 |
NEPC, LLC3 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $0 |
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 | $119,253 | $73,283+62.7% | $155,556-23.3% | $106,553+11.9% |
| Participation rate | 53.8% | 73.3%-19.5pp | 78.2%-24.4pp | 69.8%-16.0pp |
| Annual return | 47.94% | 15.76%+32.2pp | 64.84%-16.9pp | 17.37%+30.6pp |
| Employer contribution / active EE | $1,745 | $2,241-22.1% | $4,675-62.7% | $3,359-48.0% |
| Participant deferral / active EE | $3,504 | $4,567-23.3% | $5,631-37.8% | $5,562-37.0% |
| Admin fee / account holder | $74 | $56+32.3% | $15,885-99.5% | $80-7.1% |