Filed August 10, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS5 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $42,500 |
MCDERMOTT WILL & EMERY LLP7 years Service code 29 · EIN 36-1453176 | Legal | $33,298 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,306 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $22,050 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,941 | $58,264+425.1% | $86,612+253.2% | $71,457+328.1% |
| Participation rate | 99.4% | 65.0%+34.4pp | 71.7%+27.7pp | 67.9%+31.5pp |
| Annual return | 17.86% | 21.63%-3.8pp | 591.07%-573.2pp | 28.85%-11.0pp |
| Employer contribution / active EE | $10,543 | $2,574+309.6% | $3,022+248.8% | $2,588+307.5% |
| Participant deferral / active EE | $13,161 | $3,436+283.0% | $4,438+196.6% | $4,289+206.9% |
| Admin fee / account holder | $467 | $1,057-55.8% | $5,614-91.7% | $1,587-70.5% |