Filed August 10, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,577 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
MCDERMOTT WILL & EMERY LLP3 years Service code 29 · EIN 36-1453176 | Legal | $22,563 |
Filed as: BLUE PRAIRIE GROUP, L.L.C. Service code 27 · EIN 76-0701903 | Advisory (Plan) | $18,750 |
CERITY PARTNERS1 year Service code 27 · EIN 35-2467663 | Advisory (Plan) | $18,750 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,145 | $51,620+384.6% | $90,324+176.9% | $65,186+283.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 21.22% | 24.94%-3.7pp | 78.15%-56.9pp | 29.39%-8.2pp |
| Employer contribution / active EE | $8,769 | $2,235+292.4% | $2,856+207.1% | $2,177+302.8% |
| Participant deferral / active EE | $10,277 | $2,871+258.0% | $3,885+164.5% | $3,514+192.5% |
| Admin fee / account holder | $509 | $384+32.5% | $5,356-90.5% | $847-39.9% |