Filed August 10, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS7 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $42,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,010 |
MCDERMOTT WILL & EMERY LLP9 years Service code 29 · EIN 36-1453176 | Legal | $32,344 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $25,095 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,789 | $56,317+508.7% | $71,209+381.4% | $74,304+361.3% |
| Participation rate | 68.0% | 55.1%+12.9pp | 73.8%-5.7pp | 60.3%+7.7pp |
| Annual return | 15.04% | 42.83%-27.8pp | 282.51%-267.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $7,684 | $2,160+255.7% | $2,721+182.4% | $2,241+242.9% |
| Participant deferral / active EE | $9,898 | $2,788+255.1% | $4,175+137.1% | $3,767+162.7% |
| Admin fee / account holder | $559 | $2,290-75.6% | $5,349-89.5% | $2,969-81.2% |