Filed September 26, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $199,425 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 16 · EIN 47-2079321 | Consulting | $111,246 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $81,193 |
Filed as: MANSPERGER PATTERSON & MCMULLIN, P Service code 10 · EIN 86-0751928 | Accounting | $33,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,202 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,844 | $104,697-76.3% | $96,544-74.3% | $80,160-69.0% |
| Participation rate | 82.6% | 86.4%-3.7pp | 76.0%+6.7pp | 72.9%+9.7pp |
| Annual return | 19.11% | 21.78%-2.7pp | 25.84%-6.7pp | 40.38%-21.3pp |
| Employer contribution / active EE | $656 | $3,536-81.4% | $2,965-77.9% | $2,978-78.0% |
| Participant deferral / active EE | $2,763 | $6,188-55.3% | $4,851-43.0% | $5,017-44.9% |
| Admin fee / account holder | $160 | $107+49.6% | $8,252-98.1% | $145+10.2% |