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 | $817,445 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $346,026 |
NEPC, LLC6 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $144,408 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $86,514 |
NEWELL K1 year Filed as: NEWELL OPERATING COMPANY Service code 14 6655 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Plan Administrator | $19,011 |
FISHER & PHILLIPS4 years Service code 29 · EIN 58-0619559 | Legal | $14,676 |
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 | $86,655 | $118,464-26.9% | $96,564-10.3% | $103,657-16.4% |
| Participation rate | 88.0% | 89.0%-1.0pp | 76.0%+12.0pp | 73.4%+14.6pp |
| Annual return | 16.06% | 18.79%-2.7pp | 25.89%-9.8pp | 33.13%-17.1pp |
| Employer contribution / active EE | $3,758 | $4,210-10.7% | $2,967+26.7% | $3,216+16.9% |
| Participant deferral / active EE | $5,852 | $7,277-19.6% | $4,852+20.6% | $5,218+12.2% |
| Admin fee / account holder | $72 | $81-11.0% | $8,256-99.1% | $114-36.8% |