Filed October 2, 2017
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 |
|---|---|---|
FAIRCOURT PARTNERS, LLC6 years Service code 27 150 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $26,856 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,979 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,599 | $79,223-61.4% | $102,460-70.1% | $74,478-58.9% |
| Participation rate | 94.8% | 74.8%+20.0pp | 76.5%+18.3pp | 67.2%+27.5pp |
| Annual return | 9.29% | 54.98%-45.7pp | 29.47%-20.2pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $1,844 | $2,363-22.0% | $3,025-39.0% | $2,626-29.8% |
| Participant deferral / active EE | $3,200 | $4,417-27.6% | $5,056-36.7% | $4,350-26.4% |
| Admin fee / account holder | $253 | $2,003-87.4% | $9,460-97.3% | $1,946-87.0% |