Filed April 6, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $613,821 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $365,147 |
NEPC, LLC7 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $156,973 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $77,169 |
NEWELL K2 years Filed as: NEWELL OPERATING COMPANY Service code 14 6655 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Plan Administrator | $11,121 |
FISHER & PHILLIPS5 years Service code 29 · EIN 58-0619559 | Legal | $6,292 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $92,971 | $159,391-41.7% | $102,460-9.3% | $99,313-6.4% |
| Participation rate | 90.0% | 88.6%+1.4pp | 76.5%+13.5pp | 71.7%+18.3pp |
| Annual return | 12.36% | 19.03%-6.7pp | 29.47%-17.1pp | 17.67%-5.3pp |
| Employer contribution / active EE | $3,856 | $4,207-8.3% | $3,025+27.5% | $3,264+18.1% |
| Participant deferral / active EE | $5,986 | $7,498-20.2% | $5,056+18.4% | $5,346+12.0% |
| Admin fee / account holder | $65 | $159-59.2% | $9,460-99.3% | $109-40.5% |