Filed October 23, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $299,913 |
MERCER10+ years Service code 16 · EIN 13-2834414 | Consulting | $126,227 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,191 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $66,250 |
GODFREY & KAHN10+ years Filed as: GODFREY AND KAHN Service code 29 · EIN 39-1128206 | Legal | $23,155 |
Filed as: CBIZ Service code 10 · EIN 43-1947695 | Accounting | $6,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $106,871 | $159,391-33.0% | $102,460+4.3% | $99,313+7.6% |
| Participation rate | 70.8% | 88.6%-17.8pp | 76.5%-5.7pp | 71.7%-0.9pp |
| Annual return | 15.71% | 19.03%-3.3pp | 29.47%-13.8pp | 17.67%-2.0pp |
| Employer contribution / active EE | $2,769 | $4,207-34.2% | $3,025-8.5% | $3,264-15.2% |
| Participant deferral / active EE | $4,085 | $7,498-45.5% | $5,056-19.2% | $5,346-23.6% |
| Admin fee / account holder | $99 | $159-37.6% | $9,460-99.0% | $109-9.0% |