Filed August 10, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS6 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $42,499 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,395 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $23,940 |
MCDERMOTT WILL & EMERY LLP8 years Service code 29 · EIN 36-1453176 | Legal | $19,126 |
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 | $317,544 | $65,960+381.4% | $81,882+287.8% | $77,762+308.4% |
| Participation rate | 68.4% | 65.8%+2.6pp | 72.4%-4.0pp | 70.6%-2.2pp |
| Annual return | 15.41% | 26.64%-11.2pp | 779.47%-764.1pp | 31.27%-15.9pp |
| Employer contribution / active EE | $7,596 | $2,375+219.8% | $2,916+160.5% | $2,728+178.4% |
| Participant deferral / active EE | $9,973 | $3,505+184.5% | $4,323+130.7% | $4,651+114.4% |
| Admin fee / account holder | $457 | $526-13.2% | $7,360-93.8% | $433+5.6% |