Filed April 6, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,214,470 |
TROUTMAN SANDERS LLP2 years Service code 29 · EIN 58-0946915 | Legal | $501,374 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $299,517 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $178,859 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $128,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,909 | $127,796-52.3% | $76,768-20.7% | $73,367-17.0% |
| Participation rate | 69.7% | 88.2%-18.5pp | 77.0%-7.3pp | 69.5%+0.2pp |
| Annual return | -5.53% | -2.31%-3.2pp | 2.43%-8.0pp | 173.45%-179.0pp |
| Employer contribution / active EE | $2,128 | $3,931-45.9% | $2,485-14.4% | $2,499-14.8% |
| Participant deferral / active EE | $3,140 | $6,924-54.7% | $3,852-18.5% | $4,033-22.1% |
| Admin fee / account holder | $83 | $66+25.5% | $6,676-98.8% | $68+21.9% |