Filed August 10, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS7 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $42,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,010 |
MCDERMOTT WILL & EMERY LLP9 years Service code 29 · EIN 36-1453176 | Legal | $32,344 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $25,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,789 | $47,105+627.7% | $68,368+401.4% | $67,986+404.2% |
| Participation rate | 68.0% | 51.8%+16.2pp | 73.8%-5.7pp | 57.2%+10.8pp |
| Annual return | 15.04% | 48.37%-33.3pp | 292.57%-277.5pp | 31.67%-16.6pp |
| Employer contribution / active EE | $7,684 | $1,859+313.4% | $2,649+190.1% | $2,019+280.6% |
| Participant deferral / active EE | $9,898 | $2,374+317.0% | $4,123+140.1% | $3,358+194.8% |
| Admin fee / account holder | $559 | $2,435-77.0% | $5,150-89.1% | $3,203-82.5% |