Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $542,231 |
INSTITUTIONAL INVESTMENT CONSULTING10+ years Service code 27 · EIN 81-0635433 | Advisory (Plan) | $61,500 |
GROOM LAW GROUP9 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $52,438 |
COHNREZNICK LLP5 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $42,525 |
OMNIPRINT8 years Service code 49 · EIN 06-1461554 | Other Services | $21,468 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,006 | $244,991-24.9% | $105,624+74.2% | $106,553+72.7% |
| Participation rate | 98.0% | 88.4%+9.7pp | 75.3%+22.8pp | 69.8%+28.2pp |
| Annual return | 11.25% | 13.48%-2.2pp | 116.20%-105.0pp | 17.37%-6.1pp |
| Employer contribution / active EE | $4,205 | $8,816-52.3% | $3,168+32.7% | $3,359+25.2% |
| Participant deferral / active EE | $8,730 | $11,442-23.7% | $5,013+74.2% | $5,562+56.9% |
| Admin fee / account holder | $46 | $88-48.2% | $10,961-99.6% | $80-42.8% |