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 | $66,004+381.1% | $81,820+288.1% | $77,714+308.6% |
| Participation rate | 68.4% | 65.8%+2.6pp | 72.4%-4.0pp | 70.6%-2.2pp |
| Annual return | 15.41% | 26.65%-11.2pp | 777.93%-762.5pp | 31.26%-15.8pp |
| Employer contribution / active EE | $7,596 | $2,375+219.8% | $2,915+160.6% | $2,727+178.6% |
| Participant deferral / active EE | $9,973 | $3,508+184.3% | $4,323+130.7% | $4,649+114.5% |
| Admin fee / account holder | $457 | $527-13.2% | $7,391-93.8% | $433+5.5% |