Filed August 10, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 36-1453176 | Legal | $69,923 |
Filed as: BLUE PRAIRIE GROUP, L.L.C. Service code 27 · EIN 76-0701903 | Advisory (Plan) | $37,500 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $27,813 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,787 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,270 | $50,637+319.2% | $86,582+145.2% | $62,293+240.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.72% | 20.80%-5.1pp | 965.08%-949.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $8,451 | $2,075+307.2% | $2,839+197.6% | $2,042+313.8% |
| Participant deferral / active EE | $10,502 | $2,611+302.2% | $3,609+191.0% | $3,169+231.4% |
| Admin fee / account holder | $518 | $413+25.3% | $4,904-89.4% | $479+8.0% |