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 | $55,382 |
CERITY PARTNERS2 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $37,500 |
MCDERMOTT WILL & EMERY LLP4 years Service code 29 · EIN 36-1453176 | Legal | $36,940 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $28,800 |
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 | $279,355 | $66,124+322.5% | $90,461+208.8% | $73,497+280.1% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 13.71% | 17.65%-3.9pp | 1294.76%-1281.1pp | 28.51%-14.8pp |
| Employer contribution / active EE | $9,116 | $2,346+288.5% | $3,264+179.3% | $2,270+301.6% |
| Participant deferral / active EE | $11,177 | $3,039+267.8% | $3,964+181.9% | $3,740+198.9% |
| Admin fee / account holder | $553 | $396+39.5% | $5,617-90.2% | $513+7.7% |