Filed May 27, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,114,693 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,708 |
BARNES & THORNBURG LLP4 years Service code 16 · EIN 35-0900596 | Consulting | $39,045 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC Service code 27 · EIN 84-0854432 | Advisory (Plan) | $30,750 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $20,738 |
MILLIMAN, INC.6+ years Service code 27 · EIN 91-0675641 | Advisory (Plan) | $10,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,104 | $52,172-48.0% | $56,033-51.6% | $106,553-74.6% |
| Participation rate | 19.7% | 32.5%-12.8pp | 52.5%-32.8pp | 69.8%-50.1pp |
| Annual return | 10.62% | 17.21%-6.6pp | 1711.38%-1700.8pp | 17.37%-6.7pp |
| Employer contribution / active EE | $275 | $613-55.1% | $1,041-73.6% | $3,359-91.8% |
| Participant deferral / active EE | $535 | $1,424-62.4% | $1,954-72.6% | $5,562-90.4% |
| Admin fee / account holder | $132 | $90+45.8% | $2,827-95.3% | $80+65.6% |