Filed August 4, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO. LTD Service code 10 · EIN 36-2897372 | Accounting | $45,000 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,416 |
CROWE LLP1 year Service code 10 330 EAST JEFFERSON BLVD · SOUTH BEND, IN 46601 | Accounting | $19,424 |
WINTRUST INVESTMENTS LLC7 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $19,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,438 | $183,539-69.3% | $155,556-63.7% | $145,897-61.3% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 10.94% | 61.31%-50.4pp | 64.84%-53.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $492 | $5,315-90.8% | $4,675-89.5% | $4,663-89.5% |
| Participant deferral / active EE | $11,908 | $6,467+84.1% | $5,631+111.5% | $6,689+78.0% |
| Admin fee / account holder | $425 | $19,275-97.8% | $15,885-97.3% | $13,390-96.8% |