Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $901,294 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $78,500 |
Filed as: FAEGRE DRINKER BIDDLE & Service code 10 · EIN 41-0244008 | Accounting | $59,659 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,753 | $171,796-14.6% | $111,319+31.8% | $106,520+37.8% |
| Participation rate | 98.8% | 88.6%+10.3pp | 77.3%+21.5pp | 71.3%+27.5pp |
| Annual return | 13.40% | 18.62%-5.2pp | 54.68%-41.3pp | 19.28%-5.9pp |
| Employer contribution / active EE | $7,385 | $4,687+57.6% | $2,732+170.4% | $2,840+160.0% |
| Participant deferral / active EE | $7,239 | $7,845-7.7% | $4,488+61.3% | $4,948+46.3% |
| Admin fee / account holder | $49 | $69-29.7% | $7,966-99.4% | $75-34.5% |