Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,017,384 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $53,000 |
Filed as: FAEGRA DRINKER BIDDLE Service code 29 · EIN 41-0244008 | Legal | $22,595 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $121,376 | $138,331-12.3% | $86,717+40.0% | $89,433+35.7% |
| Participation rate | 98.9% | 88.9%+10.0pp | 76.6%+22.3pp | 71.3%+27.6pp |
| Annual return | -15.17% | -11.72%-3.5pp | 35.97%-51.1pp | -11.88%-3.3pp |
| Employer contribution / active EE | $6,642 | $4,812+38.0% | $2,837+134.1% | $3,021+119.9% |
| Participant deferral / active EE | $7,252 | $8,027-9.7% | $4,657+55.7% | $5,125+41.5% |
| Admin fee / account holder | $52 | $64-18.6% | $7,494-99.3% | $79-34.3% |